Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Sell
58
-17
-23% -$1.76K ﹤0.01% 881
2025
Q1
$8K Buy
75
+9
+14% +$960 ﹤0.01% 822
2024
Q4
$7K Hold
66
﹤0.01% 857
2024
Q3
$10K Buy
66
+4
+6% +$606 ﹤0.01% 769
2024
Q2
$9K Buy
62
+3
+5% +$435 ﹤0.01% 765
2024
Q1
$8K Buy
59
+1
+2% +$136 ﹤0.01% 760
2023
Q4
$5K Hold
58
﹤0.01% 824
2023
Q3
$5K Hold
58
﹤0.01% 805
2023
Q2
$7K Hold
58
﹤0.01% 750
2023
Q1
$7K Hold
58
﹤0.01% 610
2022
Q4
$6K Buy
58
+41
+241% +$4.24K ﹤0.01% 617
2022
Q3
$1K Buy
17
+10
+143% +$588 ﹤0.01% 985
2022
Q2
$0 Buy
7
+6
+600% ﹤0.01% 1055
2022
Q1
$0 Buy
+1
New ﹤0.01% 950