Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-400
Closed -$43K 529
2025
Q1
$43K Hold
400
﹤0.01% 365
2024
Q4
$52.5K Hold
400
﹤0.01% 329
2024
Q3
$43K Hold
400
﹤0.01% 349
2024
Q2
$42.5K Hold
400
﹤0.01% 341
2024
Q1
$48.8K Buy
+400
New +$48.8K ﹤0.01% 356