Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,569
Closed -$51K 1227
2024
Q4
$51K Hold
1,569
﹤0.01% 1136
2024
Q3
$57K Hold
1,569
﹤0.01% 1091
2024
Q2
$58K Hold
1,569
﹤0.01% 1089
2024
Q1
$87K Hold
1,569
﹤0.01% 1121
2023
Q4
$80K Buy
+1,569
New +$80K ﹤0.01% 1106