Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-400
Closed -$73.1K 444
2024
Q4
$73.1K Hold
400
0.01% 194
2024
Q3
$82.4K Hold
400
0.01% 181
2024
Q2
$70K Sell
400
-264
-40% -$46.2K 0.01% 185
2024
Q1
$114K Buy
+664
New +$114K 0.01% 169