Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$234 Sell
4
-2
-33% -$117 ﹤0.01% 1155
2024
Q4
$348 Hold
6
﹤0.01% 1146
2024
Q3
$266 Hold
6
﹤0.01% 1142
2024
Q2
$224 Hold
6
﹤0.01% 1216
2024
Q1
$230 Buy
6
+2
+50% +$77 ﹤0.01% 1183
2023
Q4
$183 Hold
4
﹤0.01% 1142
2023
Q3
$116 Hold
4
﹤0.01% 1162
2023
Q2
$162 Hold
4
﹤0.01% 1198
2023
Q1
$180 Buy
+4
New +$180 ﹤0.01% 1132
2021
Q3
Sell
-231
Closed -$21K 1174
2021
Q2
$21K Hold
231
﹤0.01% 772
2021
Q1
$15K Buy
+231
New +$15K ﹤0.01% 728