Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$156K Sell
425
-100
-19% -$36.7K ﹤0.01% 455
2024
Q4
$212K Buy
525
+425
+425% +$172K ﹤0.01% 412
2024
Q3
$50.5K Buy
+100
New +$50.5K ﹤0.01% 628
2022
Q1
Sell
-650
Closed -$175K 1062
2021
Q4
$175K Hold
650
﹤0.01% 420
2021
Q3
$170K Hold
650
﹤0.01% 410
2021
Q2
$166K Hold
650
﹤0.01% 414
2021
Q1
$160K Hold
650
﹤0.01% 425
2020
Q4
$162K Hold
650
﹤0.01% 412
2020
Q3
$139K Buy
+650
New +$139K ﹤0.01% 408