Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-120
Closed -$20K 160
2024
Q4
$20K Buy
+120
New +$20K 0.02% 103
2022
Q3
Sell
-1,250
Closed -$87K 203
2022
Q2
$87K Hold
1,250
0.1% 60
2022
Q1
$103K Hold
1,250
0.11% 55
2021
Q4
$109K Hold
1,250
0.11% 62
2021
Q3
$109K Hold
1,250
0.12% 60
2021
Q2
$97K Hold
1,250
0.11% 65
2021
Q1
$88K Buy
+1,250
New +$88K 0.11% 63