Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Buy
15
+1
+7% +$333 ﹤0.01% 606
2025
Q1
$4K Hold
14
﹤0.01% 566
2024
Q4
$4K Hold
14
﹤0.01% 564
2024
Q3
$4K Buy
14
+5
+56% +$1.43K ﹤0.01% 546
2024
Q2
$2K Buy
9
+6
+200% +$1.33K ﹤0.01% 592
2024
Q1
$2K Sell
3
-1
-25% -$667 ﹤0.01% 626
2023
Q4
$1K Hold
4
﹤0.01% 672
2023
Q3
$1K Hold
4
﹤0.01% 557
2023
Q2
$1K Buy
+4
New +$1K ﹤0.01% 524