Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-208
Closed -$92K 112
2024
Q4
$92K Hold
208
0.03% 159
2024
Q3
$108K Buy
208
+50
+32% +$26K 0.03% 155
2024
Q2
$88K Buy
+158
New +$88K 0.03% 150
2023
Q4
Sell
-20
Closed -$10K 256
2023
Q3
$10K Hold
20
﹤0.01% 232
2023
Q2
$10K Sell
20
-13
-39% -$6.5K ﹤0.01% 235
2023
Q1
$13K Buy
+33
New +$13K 0.01% 222