Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-460
Closed -$59.4K 56
2024
Q4
$59.4K Sell
460
-280
-38% -$36.1K 0.02% 55
2024
Q3
$101K Hold
740
0.02% 25
2024
Q2
$75.6K Buy
+740
New +$75.6K 0.02% 41