Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
14
-2
-13% -$14.7K 0.01% 343
2025
Q1
$116K Sell
16
-1
-6% -$7.25K 0.02% 325
2024
Q4
$139K Hold
17
0.02% 312
2024
Q3
$167K Hold
17
0.02% 292
2024
Q2
$129K Hold
17
0.02% 316
2024
Q1
$138K Buy
17
+1
+6% +$8.12K 0.02% 311
2023
Q4
$112K Hold
16
0.02% 323
2023
Q3
$95K Hold
16
0.01% 334
2023
Q2
$102K Buy
16
+15
+1,500% +$95.6K 0.02% 335
2023
Q1
$6K Sell
1
-15
-94% -$90K ﹤0.01% 650
2022
Q4
$5K Buy
+16
New +$5K ﹤0.01% 670
2022
Q1
Sell
-1
Closed -$6K 1120
2021
Q4
$6K Buy
+1
New +$6K ﹤0.01% 559