Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,146
Closed -$222K 236
2024
Q4
$222K Hold
2,146
0.04% 215
2024
Q3
$240K Buy
+2,146
New +$240K 0.04% 215
2023
Q4
Sell
-2,146
Closed -$164K 240
2023
Q3
$164K Buy
+2,146
New +$164K 0.04% 236