Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Sell
30
-1
-3% -$100 ﹤0.01% 764
2025
Q1
$3K Hold
31
﹤0.01% 682
2024
Q4
$3K Sell
31
-10
-24% -$968 ﹤0.01% 679
2024
Q3
$5K Buy
41
+1
+3% +$122 ﹤0.01% 542
2024
Q2
$5K Buy
40
+11
+38% +$1.38K ﹤0.01% 482
2024
Q1
$4K Buy
29
+12
+71% +$1.66K ﹤0.01% 531
2023
Q4
$2K Buy
17
+10
+143% +$1.18K ﹤0.01% 642
2023
Q3
$0 Buy
+7
New ﹤0.01% 1243
2023
Q2
Sell
-4
Closed 1072
2023
Q1
$0 Buy
+4
New ﹤0.01% 809