Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-515
Closed -$66K 117
2024
Q4
$66K Hold
515
0.01% 106
2024
Q3
$70K Buy
515
+90
+21% +$12.2K 0.01% 102
2024
Q2
$43K Buy
+425
New +$43K 0.01% 117