Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Buy
64
+5
+8% +$313 ﹤0.01% 698
2025
Q1
$4K Hold
59
﹤0.01% 615
2024
Q4
$4K Buy
59
+9
+18% +$610 ﹤0.01% 613
2024
Q3
$3K Buy
50
+1
+2% +$60 ﹤0.01% 650
2024
Q2
$2K Buy
49
+16
+48% +$653 ﹤0.01% 663
2024
Q1
$3K Buy
33
+1
+3% +$91 ﹤0.01% 611
2023
Q4
$2K Hold
32
﹤0.01% 644
2023
Q3
$2K Buy
32
+7
+28% +$438 ﹤0.01% 541
2023
Q2
$1K Hold
25
﹤0.01% 672
2023
Q1
$1K Buy
+25
New +$1K ﹤0.01% 501
2022
Q3
Sell
-36
Closed -$4K 593
2022
Q2
$4K Buy
+36
New +$4K ﹤0.01% 355