Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-100
Closed -$22.5K 256
2024
Q4
$22.5K Hold
100
0.01% 350
2024
Q3
$25K Sell
100
-193
-66% -$48.2K 0.02% 344
2024
Q2
$66K Sell
293
-127
-30% -$28.6K 0.05% 210
2024
Q1
$102K Hold
420
0.08% 156
2023
Q4
$86.3K Buy
+420
New +$86.3K 0.07% 152