Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Buy
89
+38
+75% +$2.99K ﹤0.01% 549
2025
Q1
$3K Hold
51
﹤0.01% 652
2024
Q4
$3K Buy
51
+4
+9% +$235 ﹤0.01% 650
2024
Q3
$3K Buy
47
+6
+15% +$383 ﹤0.01% 620
2024
Q2
$2K Buy
41
+16
+64% +$780 ﹤0.01% 636
2024
Q1
$2K Hold
25
﹤0.01% 727
2023
Q4
$1K Sell
25
-10
-29% -$400 ﹤0.01% 889
2023
Q3
$1K Buy
35
+11
+46% +$314 ﹤0.01% 684
2023
Q2
$0 Buy
24
+9
+60% ﹤0.01% 938
2023
Q1
$0 Buy
+15
New ﹤0.01% 697
2020
Q2
Sell
-186
Closed -$6K 293
2020
Q1
$6K Buy
+186
New +$6K ﹤0.01% 194