Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
3,135
-2,431
-44% -$223K 0.01% 303
2025
Q1
$490K Hold
5,566
0.01% 217
2024
Q4
$515K Buy
+5,566
New +$515K 0.01% 210