Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Buy
34
+2
+6% +$294 ﹤0.01% 926
2025
Q1
$6K Sell
32
-17
-35% -$3.19K ﹤0.01% 885
2024
Q4
$10K Buy
49
+13
+36% +$2.65K ﹤0.01% 782
2024
Q3
$9K Buy
36
+2
+6% +$500 ﹤0.01% 796
2024
Q2
$7K Buy
34
+11
+48% +$2.27K ﹤0.01% 832
2024
Q1
$6K Buy
23
+3
+15% +$783 ﹤0.01% 839
2023
Q4
$5K Sell
20
-3
-13% -$750 ﹤0.01% 840
2023
Q3
$5K Sell
23
-4
-15% -$870 ﹤0.01% 821
2023
Q2
$6K Buy
27
+22
+440% +$4.89K ﹤0.01% 791
2023
Q1
$1K Sell
5
-8
-62% -$1.6K ﹤0.01% 1047
2022
Q4
$3K Sell
13
-16
-55% -$3.69K ﹤0.01% 771
2022
Q3
$5K Buy
29
+20
+222% +$3.45K ﹤0.01% 638
2022
Q2
$2K Buy
+9
New +$2K ﹤0.01% 671
2022
Q1
Sell
-3
Closed -$1K 1057
2021
Q4
$1K Buy
+3
New +$1K ﹤0.01% 688