Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
2,500
-1,000
-29% -$108K 0.04% 150
2025
Q1
$291K Hold
3,500
0.06% 142
2024
Q4
$395K Buy
+3,500
New +$395K 0.07% 129