Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,807
Closed -$276K 1066
2025
Q1
$276K Sell
3,807
-327
-8% -$23.7K 0.01% 328
2024
Q4
$289K Buy
+4,134
New +$289K 0.01% 329
2023
Q4
Hold
0
358
2023
Q3
Hold
0
362