Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Sell
900
-200
-18% -$115K 0.08% 123
2025
Q1
$622K Hold
1,100
0.12% 115
2024
Q4
$660K Buy
+1,100
New +$660K 0.12% 103