Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,000
Closed -$236K 90
2024
Q4
$236K Buy
+3,000
New +$236K 0.52% 63
2024
Q3
Sell
-2,000
Closed -$187K 133
2024
Q2
$187K Hold
2,000
0.51% 50
2024
Q1
$209K Buy
2,000
+1,890
+1,718% +$198K 0.63% 43
2023
Q4
$9.96K Buy
+110
New +$9.96K 0.02% 358