Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,205
Closed -$200K 328
2025
Q1
$200K Sell
1,205
-50
-4% -$8.3K 0.02% 277
2024
Q4
$248K Hold
1,255
0.02% 221
2024
Q3
$218K Buy
+1,255
New +$218K 0.02% 224