Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Buy
+209
New +$18K ﹤0.01% 653
2024
Q4
Sell
-37
Closed -$4K 1542
2024
Q3
$4K Sell
37
-8
-18% -$865 ﹤0.01% 966
2024
Q2
$5K Buy
45
+6
+15% +$667 ﹤0.01% 914
2024
Q1
$4K Buy
39
+7
+22% +$718 ﹤0.01% 930
2023
Q4
$4K Hold
32
﹤0.01% 910
2023
Q3
$3K Hold
32
﹤0.01% 952
2023
Q2
$3K Hold
32
﹤0.01% 956
2023
Q1
$3K Hold
32
﹤0.01% 833
2022
Q4
$3K Buy
+32
New +$3K ﹤0.01% 790
2022
Q3
Sell
-20
Closed -$2K 1464
2022
Q2
$2K Buy
20
+11
+122% +$1.1K ﹤0.01% 689
2022
Q1
$1K Buy
9
+6
+200% +$667 ﹤0.01% 783
2021
Q4
$0 Buy
+3
New ﹤0.01% 912