Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-103
Closed -$6K 2526
2025
Q1
$6K Buy
+103
New +$6K ﹤0.01% 1838
2024
Q4
Sell
-300
Closed -$13K 1885
2024
Q3
$13K Hold
300
﹤0.01% 1651
2024
Q2
$11K Sell
300
-50
-14% -$1.83K ﹤0.01% 1660
2024
Q1
$13K Hold
350
﹤0.01% 1604
2023
Q4
$16K Sell
350
-125
-26% -$5.71K ﹤0.01% 1561
2023
Q3
$13K Buy
+475
New +$13K ﹤0.01% 1631