Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,500
Closed -$18K 1199
2025
Q1
$18K Hold
1,500
﹤0.01% 930
2024
Q4
$15K Hold
1,500
﹤0.01% 933
2024
Q3
$25.6K Buy
+1,500
New +$25.6K ﹤0.01% 892