Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
49
+18
+58% +$4.41K ﹤0.01% 424
2025
Q1
$7K Hold
31
﹤0.01% 471
2024
Q4
$7K Sell
31
-1
-3% -$226 ﹤0.01% 470
2024
Q3
$7K Hold
32
﹤0.01% 455
2024
Q2
$6K Buy
32
+8
+33% +$1.5K ﹤0.01% 439
2024
Q1
$5K Buy
24
+6
+33% +$1.25K ﹤0.01% 474
2023
Q4
$3K Buy
18
+4
+29% +$667 ﹤0.01% 502
2023
Q3
$1K Buy
+14
New +$1K ﹤0.01% 716
2023
Q2
Sell
-2
Closed 989
2023
Q1
$0 Buy
+2
New ﹤0.01% 737