Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-600
Closed -$64.1K 1402
2024
Q4
$64.1K Hold
600
0.01% 508
2024
Q3
$62K Hold
600
0.01% 473
2024
Q2
$51.4K Buy
+600
New +$51.4K 0.01% 779
2024
Q1
Sell
-600
Closed -$55.5K 553
2023
Q4
$55.5K Hold
600
0.01% 500
2023
Q3
$49.8K Hold
600
0.01% 522
2023
Q2
$51.4K Buy
+600
New +$51.4K 0.01% 648