Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Hold
500
﹤0.01% 484
2025
Q1
$19K Buy
+500
New +$19K ﹤0.01% 454
2023
Q1
Sell
-250
Closed -$7K 1055
2022
Q4
$7K Hold
250
﹤0.01% 599
2022
Q3
$8K Hold
250
﹤0.01% 563
2022
Q2
$7K Hold
250
﹤0.01% 600
2022
Q1
$9K Hold
250
﹤0.01% 566
2021
Q4
$9K Hold
250
﹤0.01% 594
2021
Q3
$9K Hold
250
﹤0.01% 581
2021
Q2
$10K Hold
250
﹤0.01% 562
2021
Q1
$10K Hold
250
0.01% 497
2020
Q4
$8K Hold
250
﹤0.01% 536
2020
Q3
$5K Hold
250
﹤0.01% 564
2020
Q2
$6K Hold
250
﹤0.01% 524
2020
Q1
$5K Hold
250
﹤0.01% 489
2019
Q4
$9K Hold
250
0.01% 448
2019
Q3
$9K Hold
250
0.01% 435
2019
Q2
$9K Hold
250
0.01% 428
2019
Q1
$9K Buy
+250
New +$9K 0.01% 413