Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
265
-3
-1% -$260 0.01% 293
2025
Q1
$19K Hold
268
﹤0.01% 298
2024
Q4
$19K Sell
268
-222
-45% -$15.7K ﹤0.01% 298
2024
Q3
$36K Buy
490
+8
+2% +$588 0.01% 197
2024
Q2
$28K Buy
482
+266
+123% +$15.5K 0.01% 208
2024
Q1
$15K Buy
216
+66
+44% +$4.58K ﹤0.01% 253
2023
Q4
$14K Sell
150
-6
-4% -$560 ﹤0.01% 245
2023
Q3
$11K Buy
156
+6
+4% +$423 ﹤0.01% 262
2023
Q2
$9K Hold
150
﹤0.01% 302
2023
Q1
$6K Buy
150
+100
+200% +$4K ﹤0.01% 305
2022
Q4
$2K Hold
50
﹤0.01% 386
2022
Q3
$3K Hold
50
﹤0.01% 372
2022
Q2
$4K Buy
+50
New +$4K ﹤0.01% 351