Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Buy
10
+1
+11% +$400 ﹤0.01% 665
2025
Q1
$3K Hold
9
﹤0.01% 640
2024
Q4
$3K Buy
9
+2
+29% +$667 ﹤0.01% 638
2024
Q3
$2K Buy
7
+2
+40% +$571 ﹤0.01% 682
2024
Q2
$1K Buy
5
+1
+25% +$200 ﹤0.01% 742
2024
Q1
$2K Hold
4
﹤0.01% 691
2023
Q4
$1K Hold
4
﹤0.01% 824
2023
Q3
$1K Buy
+4
New +$1K ﹤0.01% 649
2023
Q2
Sell
-5
Closed -$1K 866
2023
Q1
$1K Buy
+5
New +$1K ﹤0.01% 446