Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Buy
51
+20
+65% +$7.84K ﹤0.01% 313
2025
Q1
$11K Hold
31
﹤0.01% 388
2024
Q4
$11K Buy
31
+5
+19% +$1.77K ﹤0.01% 387
2024
Q3
$9K Buy
26
+3
+13% +$1.04K ﹤0.01% 395
2024
Q2
$7K Buy
23
+6
+35% +$1.83K ﹤0.01% 411
2024
Q1
$7K Buy
17
+3
+21% +$1.24K ﹤0.01% 401
2023
Q4
$4K Sell
14
-25
-64% -$7.14K ﹤0.01% 452
2023
Q3
$10K Buy
39
+15
+63% +$3.85K ﹤0.01% 276
2023
Q2
$7K Buy
24
+13
+118% +$3.79K ﹤0.01% 329
2023
Q1
$2K Buy
+11
New +$2K ﹤0.01% 402
2022
Q3
Sell
-15
Closed -$3K 576
2022
Q2
$3K Buy
+15
New +$3K ﹤0.01% 382