Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-550
Closed -$54.7K 61
2024
Q4
$54.7K Sell
550
-470
-46% -$46.8K 0.02% 61
2024
Q3
$116K Hold
1,020
0.02% 23
2024
Q2
$126K Buy
+1,020
New +$126K 0.03% 23