Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,000
Closed -$225K 80
2024
Q4
$225K Buy
4,000
+1,000
+33% +$56.4K 0.5% 67
2024
Q3
$155K Hold
3,000
0.33% 86
2024
Q2
$149K Buy
3,000
+1,000
+50% +$49.7K 0.4% 62
2024
Q1
$117K Buy
2,000
+1,884
+1,624% +$110K 0.35% 64
2023
Q4
$7.3K Buy
+116
New +$7.3K 0.01% 387