Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
15,500
-6,500
-30% -$55.6K ﹤0.01% 892
2025
Q1
$126K Sell
22,000
-1,000
-4% -$5.71K ﹤0.01% 874
2024
Q4
$137K Hold
23,000
﹤0.01% 850
2024
Q3
$68.3K Buy
+23,000
New +$68.3K ﹤0.01% 902