Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-300
Closed -$118K 923
2024
Q4
$118K Hold
300
0.01% 826
2024
Q3
$100K Buy
+300
New +$100K 0.01% 823
2024
Q2
Sell
-550
Closed -$192K 835
2024
Q1
$192K Hold
550
0.01% 628
2023
Q4
$160K Hold
550
0.01% 642
2023
Q3
$145K Hold
550
0.01% 642
2023
Q2
$181K Hold
550
0.02% 595
2023
Q1
$134K Hold
550
0.01% 770
2022
Q4
$147K Hold
550
0.01% 681
2022
Q3
$135K Buy
+550
New +$135K 0.01% 721
2018
Q3
Sell
-200
Closed -$28K 1700
2018
Q2
$28K Buy
+200
New +$28K ﹤0.01% 1141