Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,100
Closed -$9.16K 526
2024
Q4
$9.16K Buy
2,100
+100
+5% +$436 ﹤0.01% 304
2024
Q3
$13.4K Buy
+2,000
New +$13.4K 0.01% 281
2024
Q1
$9K Buy
2,000
+1,700
+567% +$7.65K ﹤0.01% 340
2023
Q4
$3K Buy
+300
New +$3K ﹤0.01% 497