Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.8K Hold
500
﹤0.01% 523
2025
Q1
$49.6K Sell
500
-100
-17% -$9.92K ﹤0.01% 494
2024
Q4
$60.2K Hold
600
﹤0.01% 484
2024
Q3
$54.7K Buy
+600
New +$54.7K ﹤0.01% 514
2024
Q2
Sell
-10,500
Closed -$842K 605
2024
Q1
$842K Hold
10,500
0.06% 216
2023
Q4
$737K Hold
10,500
0.06% 226
2023
Q3
$666K Buy
+10,500
New +$666K 0.06% 193