Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$605K Buy
3,200
+400
+14% +$75.6K ﹤0.01% 1260
2025
Q1
$656K Sell
2,800
-200
-7% -$46.9K ﹤0.01% 1152
2024
Q4
$1.18M Buy
+3,000
New +$1.18M 0.01% 902