Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Buy
65
+15
+30% +$1.85K ﹤0.01% 532
2025
Q1
$5K Hold
50
﹤0.01% 561
2024
Q4
$5K Buy
50
+10
+25% +$1K ﹤0.01% 559
2024
Q3
$2K Buy
40
+16
+67% +$800 ﹤0.01% 720
2024
Q2
$1K Sell
24
-8
-25% -$333 ﹤0.01% 825
2024
Q1
$2K Buy
32
+8
+33% +$500 ﹤0.01% 781
2023
Q4
$2K Sell
24
-11
-31% -$917 ﹤0.01% 628
2023
Q3
$2K Buy
35
+9
+35% +$514 ﹤0.01% 525
2023
Q2
$1K Buy
26
+21
+420% +$808 ﹤0.01% 655
2023
Q1
$0 Hold
5
﹤0.01% 773
2022
Q4
$0 Hold
5
﹤0.01% 537
2022
Q3
$0 Hold
5
﹤0.01% 580
2022
Q2
$0 Buy
+5
New ﹤0.01% 556