Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
383
2025
Q1
Hold
0
352
2024
Q2
Sell
-2,000
Closed -$163K 355
2024
Q1
$163K Buy
+2,000
New +$163K 0.03% 234