Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,058
Closed -$218K 2028
2025
Q1
$218K Buy
2,058
+299
+17% +$31.6K ﹤0.01% 1592
2024
Q4
$200K Buy
+1,759
New +$200K ﹤0.01% 1537