Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-550
Closed -$211K 183
2025
Q1
$211K Buy
550
+50
+10% +$19.2K 0.07% 164
2024
Q4
$278K Hold
500
0.09% 144
2024
Q3
$259K Hold
500
0.08% 155
2024
Q2
$278K Buy
+500
New +$278K 0.09% 153