Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,095
Closed -$216K 1445
2024
Q4
$216K Sell
1,095
-50
-4% -$9.85K ﹤0.01% 1320
2024
Q3
$239K Sell
1,145
-230
-17% -$47.9K ﹤0.01% 1249
2024
Q2
$322K Sell
1,375
-150
-10% -$35.2K ﹤0.01% 1139
2024
Q1
$271K Hold
1,525
﹤0.01% 1214
2023
Q4
$210K Buy
+1,525
New +$210K ﹤0.01% 1240
2023
Q2
Sell
-2,125
Closed -$222K 1373
2023
Q1
$222K Buy
+2,125
New +$222K ﹤0.01% 1194
2022
Q2
Sell
-2,125
Closed -$231K 1320
2022
Q1
$231K Hold
2,125
﹤0.01% 1157
2021
Q4
$311K Hold
2,125
﹤0.01% 1044
2021
Q3
$217K Hold
2,125
﹤0.01% 1130
2021
Q2
$219K Buy
+2,125
New +$219K ﹤0.01% 1098