Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-625
Closed -$888 4997
2025
Q1
$888 Hold
625
﹤0.01% 3359
2024
Q4
$1.01K Sell
625
-75
-11% -$122 ﹤0.01% 3276
2024
Q3
$688 Buy
+700
New +$688 ﹤0.01% 3118