Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Hold
500
0.08% 96
2025
Q1
$112K Sell
500
-8
-2% -$1.79K 0.08% 101
2024
Q4
$116K Buy
+508
New +$116K 0.09% 98