Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,670
Closed -$206K 202
2024
Q4
$206K Sell
1,670
-300
-15% -$37K 0.02% 203
2024
Q3
$282K Hold
1,970
0.03% 183
2024
Q2
$322K Hold
1,970
0.04% 180
2024
Q1
$246K Buy
+1,970
New +$246K 0.03% 207