Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
314
2024
Q4
Hold
0
315
2023
Q3
Sell
-2,750
Closed -$298K 336
2023
Q2
$298K Buy
+2,750
New +$298K 0.04% 168