Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-400
Closed -$120K 181
2024
Q4
$120K Buy
+400
New +$120K 0.04% 175
2022
Q2
Sell
-1,500
Closed -$347K 182
2022
Q1
$347K Hold
1,500
0.12% 134
2021
Q4
$388K Buy
+1,500
New +$388K 0.13% 135
2021
Q3
Sell
-1,500
Closed -$448K 169
2021
Q2
$448K Hold
1,500
0.13% 127
2021
Q1
$425K Hold
1,500
0.12% 126
2020
Q4
$389K Hold
1,500
0.12% 128
2020
Q3
$377K Buy
+1,500
New +$377K 0.13% 124