Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50
Closed -$661 215
2025
Q1
$661 Hold
50
﹤0.01% 202
2024
Q4
$699 Hold
50
﹤0.01% 203
2024
Q3
$596 Hold
50
﹤0.01% 205
2024
Q2
$559 Hold
50
﹤0.01% 208
2024
Q1
$546 Hold
50
﹤0.01% 188
2023
Q4
$620 Hold
50
﹤0.01% 190
2023
Q3
$537 Hold
50
﹤0.01% 189
2023
Q2
$551 Hold
50
﹤0.01% 189
2023
Q1
$443 Hold
50
﹤0.01% 195
2022
Q4
$474 Sell
50
-139
-74% -$1.32K ﹤0.01% 197
2022
Q3
$1K Sell
189
-2,646
-93% -$14K ﹤0.01% 183
2022
Q2
$11K Hold
2,835
0.01% 137
2022
Q1
$13K Hold
2,835
0.01% 138
2021
Q4
$14K Buy
+2,835
New +$14K 0.01% 146