Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-410
Closed -$5K 1065
2025
Q1
$5K Sell
410
-144
-26% -$1.76K ﹤0.01% 976
2024
Q4
$7K Hold
554
﹤0.01% 940
2024
Q3
$7K Buy
+554
New +$7K ﹤0.01% 903