Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Sell
1,165
-235
-17% -$112K 0.05% 199
2025
Q1
$514K Hold
1,400
0.05% 211
2024
Q4
$566K Buy
+1,400
New +$566K 0.05% 195