Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,219
Closed -$291K 396
2024
Q4
$291K Hold
13,219
0.01% 345
2024
Q3
$325K Sell
13,219
-200
-1% -$4.91K 0.01% 312
2024
Q2
$281K Hold
13,419
0.01% 323
2024
Q1
$239K Buy
13,419
+200
+2% +$3.56K 0.01% 341
2023
Q4
$214K Buy
+13,219
New +$214K 0.01% 336