Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,000
Closed -$21K 113
2024
Q4
$21K Buy
1,000
+500
+100% +$10.5K ﹤0.01% 149
2024
Q3
$11K Buy
+500
New +$11K ﹤0.01% 165
2023
Q3
$88K Buy
+4,398
New +$88K 0.02% 81