Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-685
Closed -$14.5K 655
2024
Q4
$14.5K Buy
685
+185
+37% +$3.92K 0.01% 258
2024
Q3
$9.66K Hold
500
﹤0.01% 283
2024
Q2
$8.5K Hold
500
﹤0.01% 306
2024
Q1
$8.57K Hold
500
﹤0.01% 314
2023
Q4
$9.47K Buy
+500
New +$9.47K ﹤0.01% 391