Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+1,400
New +$220K ﹤0.01% 366
2025
Q1
Sell
-1,400
Closed -$200K 384
2024
Q4
$200K Hold
1,400
﹤0.01% 376
2024
Q3
$209K Buy
+1,400
New +$209K ﹤0.01% 377