Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Buy
90
+7
+8% +$389 ﹤0.01% 638
2025
Q1
$3K Hold
83
﹤0.01% 663
2024
Q4
$3K Buy
83
+17
+26% +$614 ﹤0.01% 661
2024
Q3
$3K Hold
66
﹤0.01% 634
2024
Q2
$3K Buy
66
+23
+53% +$1.05K ﹤0.01% 573
2024
Q1
$2K Hold
43
﹤0.01% 756
2023
Q4
$2K Buy
43
+3
+8% +$140 ﹤0.01% 612
2023
Q3
$1K Buy
40
+26
+186% +$650 ﹤0.01% 718
2023
Q2
$0 Buy
14
+1
+8% ﹤0.01% 990
2023
Q1
$0 Buy
+13
New ﹤0.01% 738