Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-140
Closed -$44K 98
2025
Q1
$44K Sell
140
-235
-63% -$73.9K 0.02% 83
2024
Q4
$131K Hold
375
0.06% 95
2024
Q3
$121K Buy
+375
New +$121K 0.06% 66