Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,270
Closed -$216K 248
2024
Q4
$216K Hold
1,270
0.02% 235
2024
Q3
$221K Hold
1,270
0.02% 229
2024
Q2
$219K Buy
+1,270
New +$219K 0.02% 217