Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$4.95K 527
2024
Q4
$4.95K Hold
500
﹤0.01% 300
2024
Q3
$5.28K Hold
500
﹤0.01% 223
2024
Q2
$6.27K Buy
+500
New +$6.27K ﹤0.01% 218
2024
Q1
Sell
-500
Closed -$6.1K 175
2023
Q4
$6.1K Hold
500
0.01% 234
2023
Q3
$6.21K Hold
500
0.01% 199
2023
Q2
$7.57K Sell
500
-53
-10% -$802 0.01% 189
2023
Q1
$6.97K Hold
553
0.01% 217
2022
Q4
$6.43K Sell
553
-8
-1% -$93 0.01% 225
2022
Q3
$7K Sell
561
-10
-2% -$125 0.01% 213
2022
Q2
$7K Buy
+571
New +$7K 0.01% 216