Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Sell
64
-45
-41% -$5.63K ﹤0.01% 845
2025
Q1
$13K Hold
109
﹤0.01% 716
2024
Q4
$13K Buy
109
+86
+374% +$10.3K ﹤0.01% 726
2024
Q3
$3K Sell
23
-34
-60% -$4.44K ﹤0.01% 1008
2024
Q2
$9K Buy
57
+10
+21% +$1.58K ﹤0.01% 778
2024
Q1
$9K Hold
47
﹤0.01% 744
2023
Q4
$8K Buy
47
+1
+2% +$170 ﹤0.01% 731
2023
Q3
$7K Buy
46
+5
+12% +$761 ﹤0.01% 742
2023
Q2
$7K Buy
41
+15
+58% +$2.56K ﹤0.01% 757
2023
Q1
$4K Buy
26
+3
+13% +$462 ﹤0.01% 757
2022
Q4
$3K Buy
23
+7
+44% +$913 ﹤0.01% 782
2022
Q3
$2K Buy
+16
New +$2K ﹤0.01% 879
2022
Q2
Sell
-6
Closed -$1K 1220
2022
Q1
$1K Buy
+6
New +$1K ﹤0.01% 759