Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$202K 93
2024
Q4
$202K Hold
500
0.06% 15
2024
Q3
$131K Hold
500
0.03% 21
2024
Q2
$98.9K Buy
+500
New +$98.9K 0.02% 30