Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,351
Closed -$229K 399
2024
Q4
$229K Buy
1,351
+14
+1% +$2.38K 0.03% 356
2024
Q3
$232K Hold
1,337
0.03% 351
2024
Q2
$230K Sell
1,337
-447
-25% -$76.9K 0.03% 346
2024
Q1
$465K Buy
+1,784
New +$465K 0.08% 227