Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-30,000
Closed -$66K 1544
2025
Q1
$66K Hold
30,000
﹤0.01% 1331
2024
Q4
$240K Buy
+30,000
New +$240K ﹤0.01% 1194