Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Buy
58
+30
+107% +$9.83K ﹤0.01% 318
2025
Q1
$7K Hold
28
﹤0.01% 458
2024
Q4
$7K Sell
28
-1
-3% -$250 ﹤0.01% 457
2024
Q3
$10K Buy
29
+3
+12% +$1.03K ﹤0.01% 364
2024
Q2
$8K Buy
26
+1
+4% +$308 ﹤0.01% 367
2024
Q1
$10K Buy
25
+5
+25% +$2K ﹤0.01% 307
2023
Q4
$6K Sell
20
-2
-9% -$600 ﹤0.01% 355
2023
Q3
$5K Buy
22
+3
+16% +$682 ﹤0.01% 351
2023
Q2
$4K Buy
19
+11
+138% +$2.32K ﹤0.01% 368
2023
Q1
$2K Sell
8
-3
-27% -$750 ﹤0.01% 371
2022
Q4
$3K Hold
11
﹤0.01% 351
2022
Q3
$3K Hold
11
﹤0.01% 364
2022
Q2
$3K Hold
11
﹤0.01% 362
2022
Q1
$3K Hold
11
﹤0.01% 316
2021
Q4
$3K Hold
11
﹤0.01% 310
2021
Q3
$2K Hold
11
﹤0.01% 314
2021
Q2
$3K Hold
11
﹤0.01% 287
2021
Q1
$3K Hold
11
﹤0.01% 284
2020
Q4
$2K Hold
11
﹤0.01% 301
2020
Q3
$2K Hold
11
﹤0.01% 266
2020
Q2
$2K Hold
11
﹤0.01% 239
2020
Q1
$2K Buy
+11
New +$2K ﹤0.01% 261