Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-160
Closed -$147K 29
2024
Q4
$147K Sell
160
-10
-6% -$9.16K 0.04% 21
2024
Q3
$151K Sell
170
-10
-6% -$8.87K 0.03% 18
2024
Q2
$153K Buy
+180
New +$153K 0.04% 21