Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Buy
221
+139
+170% +$12K ﹤0.01% 636
2025
Q1
$7K Hold
82
﹤0.01% 853
2024
Q4
$7K Hold
82
﹤0.01% 867
2024
Q3
$7K Sell
82
-6
-7% -$512 ﹤0.01% 852
2024
Q2
$7K Buy
88
+6
+7% +$477 ﹤0.01% 828
2024
Q1
$8K Hold
82
﹤0.01% 766
2023
Q4
$7K Hold
82
﹤0.01% 752
2023
Q3
$6K Hold
82
﹤0.01% 769
2023
Q2
$7K Hold
82
﹤0.01% 753
2023
Q1
$6K Hold
82
﹤0.01% 644
2022
Q4
$6K Hold
82
﹤0.01% 626
2022
Q3
$5K Buy
+82
New +$5K ﹤0.01% 631
2022
Q2
Sell
-14
Closed -$1K 1114
2022
Q1
$1K Buy
+14
New +$1K ﹤0.01% 718