Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-950
Closed -$46K 94
2024
Q4
$46K Hold
950
0.01% 119
2024
Q3
$62K Hold
950
0.01% 110
2024
Q2
$54K Sell
950
-950
-50% -$54K 0.01% 107
2024
Q1
$121K Buy
+1,900
New +$121K 0.03% 80
2023
Q3
$127K Hold
1,900
0.03% 72
2023
Q2
$198 Hold
1,900
0.04% 65
2023
Q1
$232K Hold
1,900
0.07% 64
2022
Q4
$237K Hold
1,900
0.07% 65
2022
Q3
$200K Hold
1,900
0.04% 69
2022
Q2
$203K Hold
1,900
0.06% 80
2022
Q1
$250K Buy
+1,900
New +$250K 0.06% 77