Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-150
Closed -$17.5K 264
2024
Q4
$17.5K Hold
150
0.01% 488
2024
Q3
$17.8K Buy
150
+50
+50% +$5.93K 0.01% 457
2024
Q2
$13.8K Buy
+100
New +$13.8K 0.01% 476
2023
Q4
Sell
-570
Closed -$39.3K 874
2023
Q3
$39.3K Buy
+570
New +$39.3K 0.04% 292