Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,000
Closed -$73.2K 3493
2024
Q4
$73.2K Hold
10,000
﹤0.01% 3365
2024
Q3
$115K Hold
10,000
﹤0.01% 3257
2024
Q2
$132K Hold
10,000
﹤0.01% 3106
2024
Q1
$143K Hold
10,000
﹤0.01% 3042
2023
Q4
$107K Buy
+10,000
New +$107K ﹤0.01% 3146