Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Buy
94
+21
+29% +$6.93K 0.01% 253
2025
Q1
$14K Hold
73
﹤0.01% 331
2024
Q4
$14K Buy
73
+2
+3% +$384 ﹤0.01% 331
2024
Q3
$12K Sell
71
-54
-43% -$9.13K ﹤0.01% 335
2024
Q2
$16K Sell
125
-16
-11% -$2.05K ﹤0.01% 254
2024
Q1
$13K Sell
141
-15
-10% -$1.38K ﹤0.01% 267
2023
Q4
$8K Sell
156
-43
-22% -$2.21K ﹤0.01% 300
2023
Q3
$7K Hold
199
﹤0.01% 299
2023
Q2
$5K Buy
+199
New +$5K ﹤0.01% 349