Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Buy
156
+42
+37% +$2.96K ﹤0.01% 442
2025
Q1
$6K Hold
114
﹤0.01% 502
2024
Q4
$6K Buy
114
+9
+9% +$474 ﹤0.01% 501
2024
Q3
$6K Buy
105
+9
+9% +$514 ﹤0.01% 489
2024
Q2
$4K Buy
96
+10
+12% +$417 ﹤0.01% 515
2024
Q1
$5K Buy
86
+30
+54% +$1.74K ﹤0.01% 465
2023
Q4
$3K Buy
56
+23
+70% +$1.23K ﹤0.01% 492
2023
Q3
$1K Sell
33
-9
-21% -$273 ﹤0.01% 663
2023
Q2
$1K Buy
42
+31
+282% +$738 ﹤0.01% 597
2023
Q1
$0 Buy
+11
New ﹤0.01% 668
2021
Q1
Sell
-200
Closed -$6K 369
2020
Q4
$6K Buy
+200
New +$6K ﹤0.01% 262