Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-200
Closed -$183K 278
2024
Q4
$183K Hold
200
0.15% 60
2024
Q3
$177K Hold
200
0.16% 61
2024
Q2
$170K Hold
200
0.17% 61
2024
Q1
$147K Sell
200
-160
-44% -$117K 0.14% 61
2023
Q4
$243K Buy
+360
New +$243K 0.23% 42