Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,500
Closed -$143K 418
2024
Q4
$143K Hold
1,500
﹤0.01% 352
2024
Q3
$151K Buy
+1,500
New +$151K ﹤0.01% 318