Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-184
Closed -$13K 736
2024
Q4
$13K Buy
+184
New +$13K ﹤0.01% 480
2023
Q2
Sell
-1,625
Closed -$85.2K 474
2023
Q1
$85.2K Buy
+1,625
New +$85.2K ﹤0.01% 257
2022
Q1
Sell
-650
Closed -$57K 478
2021
Q4
$57K Hold
650
﹤0.01% 300
2021
Q3
$53K Buy
+650
New +$53K ﹤0.01% 302