Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,305
Closed -$74K 100
2025
Q1
$74K Sell
1,305
-1,195
-48% -$67.8K 0.03% 81
2024
Q4
$143K Buy
+2,500
New +$143K 0.06% 92