Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,000
Closed -$210K 1458
2024
Q4
$210K Hold
3,000
﹤0.01% 1326
2024
Q3
$208K Buy
+3,000
New +$208K ﹤0.01% 1296