Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-250
Closed -$25K 125
2024
Q4
$25K Buy
250
+100
+67% +$10K ﹤0.01% 142
2024
Q3
$13K Hold
150
﹤0.01% 159
2024
Q2
$12K Buy
+150
New +$12K ﹤0.01% 163