Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,363
Closed -$13K 2105
2025
Q1
$13K Sell
11,363
-487
-4% -$557 ﹤0.01% 1160
2024
Q4
$11K Buy
+11,850
New +$11K ﹤0.01% 1380