Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Sell
191
-41
-18% -$429 ﹤0.01% 848
2025
Q1
$3K Hold
232
﹤0.01% 662
2024
Q4
$3K Sell
232
-40
-15% -$517 ﹤0.01% 660
2024
Q3
$3K Hold
272
﹤0.01% 631
2024
Q2
$3K Buy
272
+65
+31% +$717 ﹤0.01% 571
2024
Q1
$3K Sell
207
-40
-16% -$580 ﹤0.01% 595
2023
Q4
$6K Sell
247
-81
-25% -$1.97K ﹤0.01% 378
2023
Q3
$7K Buy
328
+46
+16% +$982 ﹤0.01% 313
2023
Q2
$4K Buy
282
+157
+126% +$2.23K ﹤0.01% 394
2023
Q1
$2K Hold
125
﹤0.01% 396
2022
Q4
$4K Hold
125
﹤0.01% 340
2022
Q3
$4K Buy
125
+25
+25% +$800 ﹤0.01% 351
2022
Q2
$3K Hold
100
﹤0.01% 380
2022
Q1
$5K Hold
100
﹤0.01% 294
2021
Q4
$10K Buy
+100
New +$10K ﹤0.01% 239