Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,000
Closed -$2.66K 687
2025
Q1
$2.66K Hold
1,000
﹤0.01% 508
2024
Q4
$4.05K Buy
+1,000
New +$4.05K ﹤0.01% 500
2024
Q1
Sell
-26,700
Closed -$95.6K 575
2023
Q4
$95.6K Buy
+26,700
New +$95.6K ﹤0.01% 345
2022
Q2
Hold
0
628
2022
Q1
Sell
-21,500
Closed -$214K 675
2021
Q4
$214K Buy
+21,500
New +$214K ﹤0.01% 443