Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Sell
130
-128
-50% -$103K 0.02% 235
2025
Q1
$171K Hold
258
0.04% 167
2024
Q4
$179K Buy
+258
New +$179K 0.04% 158
2023
Q1
Sell
-80
Closed -$44K 374
2022
Q4
$44K Buy
+80
New +$44K 0.01% 233