Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,392
Closed -$6.1K 1321
2024
Q4
$6.1K Hold
1,392
﹤0.01% 1274
2024
Q3
$9.08K Hold
1,392
﹤0.01% 1115
2024
Q2
$5.79K Buy
+1,392
New +$5.79K ﹤0.01% 1167
2023
Q4
$2.27K Hold
250
﹤0.01% 1267
2023
Q3
$2.44K Hold
250
﹤0.01% 823
2023
Q2
$2.4K Buy
+250
New +$2.4K ﹤0.01% 988
2023
Q1
Sell
-250
Closed -$2.44K 763
2022
Q4
$2.44K Buy
+250
New +$2.44K ﹤0.01% 823