Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-200
Closed -$12.2K 1403
2024
Q4
$12.2K Hold
200
﹤0.01% 847
2024
Q3
$8.16K Sell
200
-1,040
-84% -$42.5K ﹤0.01% 823
2024
Q2
$37K Buy
1,240
+551
+80% +$16.4K ﹤0.01% 893
2024
Q1
$24K Buy
+689
New +$24K 0.05% 206