Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Buy
191
+47
+33% +$2.46K ﹤0.01% 465
2025
Q1
$6K Hold
144
﹤0.01% 495
2024
Q4
$6K Buy
144
+6
+4% +$250 ﹤0.01% 494
2024
Q3
$6K Buy
138
+24
+21% +$1.04K ﹤0.01% 485
2024
Q2
$4K Buy
114
+28
+33% +$982 ﹤0.01% 506
2024
Q1
$3K Buy
86
+30
+54% +$1.05K ﹤0.01% 561
2023
Q4
$2K Buy
56
+16
+40% +$571 ﹤0.01% 566
2023
Q3
$1K Buy
40
+24
+150% +$600 ﹤0.01% 636
2023
Q2
$0 Buy
+16
New ﹤0.01% 842