Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
760
-123
-14% -$34.3K 0.16% 129
2025
Q1
$230K Hold
883
0.15% 145
2024
Q4
$230K Buy
+883
New +$230K 0.15% 145