Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
56
﹤0.01% 877
2025
Q1
$5K Sell
56
-3
-5% -$268 ﹤0.01% 904
2024
Q4
$5K Buy
59
+11
+23% +$932 ﹤0.01% 927
2024
Q3
$5K Hold
48
﹤0.01% 902
2024
Q2
$4K Hold
48
﹤0.01% 925
2024
Q1
$4K Hold
48
﹤0.01% 903
2023
Q4
$5K Hold
48
﹤0.01% 811
2023
Q3
$4K Hold
48
﹤0.01% 854
2023
Q2
$4K Buy
+48
New +$4K ﹤0.01% 862
2022
Q4
Sell
-12
Closed -$1K 1194
2022
Q3
$1K Buy
+12
New +$1K ﹤0.01% 949
2022
Q2
Sell
-3
Closed -$1K 983
2022
Q1
$1K Buy
+3
New +$1K ﹤0.01% 668