Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-610
Closed -$240K 671
2024
Q4
$240K Buy
+610
New +$240K ﹤0.01% 565
2024
Q3
Sell
-900
Closed -$220K 544
2024
Q2
$220K Buy
+900
New +$220K 0.01% 453
2022
Q2
Hold
0
482
2022
Q1
Hold
0
508