Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,100
Closed -$12K 728
2025
Q1
$12K Hold
1,100
﹤0.01% 431
2024
Q4
$12.5K Hold
1,100
﹤0.01% 491
2024
Q3
$15.8K Buy
+1,100
New +$15.8K ﹤0.01% 464