Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,000
Closed -$55.2K 798
2024
Q4
$55.2K Hold
5,000
﹤0.01% 423
2024
Q3
$81K Hold
5,000
﹤0.01% 381
2024
Q2
$54.3K Hold
5,000
﹤0.01% 438
2024
Q1
$70K Hold
5,000
﹤0.01% 406
2023
Q4
$52.7K Hold
5,000
﹤0.01% 421
2023
Q3
$45.7K Hold
5,000
﹤0.01% 404
2023
Q2
$36.4K Hold
5,000
﹤0.01% 462
2023
Q1
$42.3K Sell
5,000
-5,000
-50% -$42.3K ﹤0.01% 440
2022
Q4
$75.1K Buy
+10,000
New +$75.1K ﹤0.01% 347
2020
Q4
Sell
-1,000
Closed -$4K 1013
2020
Q3
$4K Buy
+1,000
New +$4K ﹤0.01% 812