Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,000
Closed -$105K 667
2025
Q1
$105K Hold
20,000
﹤0.01% 609
2024
Q4
$128K Buy
+20,000
New +$128K ﹤0.01% 612