Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Buy
89
+31
+53% +$2.79K ﹤0.01% 530
2025
Q1
$7K Hold
58
﹤0.01% 477
2024
Q4
$7K Sell
58
-4
-6% -$483 ﹤0.01% 476
2024
Q3
$9K Sell
62
-183
-75% -$26.6K ﹤0.01% 396
2024
Q2
$36K Buy
245
+5
+2% +$735 0.01% 187
2024
Q1
$43K Sell
240
-390
-62% -$69.9K 0.01% 169
2023
Q4
$90K Buy
630
+31
+5% +$4.43K 0.03% 117
2023
Q3
$65K Buy
599
+2
+0.3% +$217 0.02% 133
2023
Q2
$78K Buy
597
+9
+2% +$1.18K 0.02% 128
2023
Q1
$87K Buy
588
+406
+223% +$60.1K 0.02% 108
2022
Q4
$27K Hold
182
0.01% 190
2022
Q3
$27K Buy
182
+1
+0.6% +$148 0.01% 191
2022
Q2
$26K Buy
181
+31
+21% +$4.45K 0.01% 187
2022
Q1
$32K Hold
150
0.01% 158
2021
Q4
$35K Hold
150
0.01% 151
2021
Q3
$34K Hold
150
0.01% 151
2021
Q2
$36K Buy
+150
New +$36K 0.01% 149