Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$30.6K 856
2024
Q4
$30.6K Hold
500
0.01% 342
2024
Q3
$28.7K Hold
500
0.01% 354
2024
Q2
$25K Hold
500
0.01% 361
2024
Q1
$28.6K Hold
500
0.01% 330
2023
Q4
$22.9K Hold
500
0.01% 388
2023
Q3
$22.4K Hold
500
0.01% 364
2023
Q2
$23.5K Buy
+500
New +$23.5K 0.01% 366
2020
Q1
Sell
-6,310
Closed -$182K 365
2019
Q4
$182K Buy
+6,310
New +$182K 0.12% 135