Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Hold
289
﹤0.01% 797
2025
Q1
$46K Buy
+289
New +$46K ﹤0.01% 808
2024
Q4
Sell
-471
Closed -$107K 1306
2024
Q3
$107K Hold
471
﹤0.01% 576
2024
Q2
$105K Buy
471
+5
+1% +$1.12K ﹤0.01% 561
2024
Q1
$119K Buy
466
+60
+15% +$15.3K 0.01% 519
2023
Q4
$93K Buy
406
+71
+21% +$16.3K ﹤0.01% 541
2023
Q3
$68K Buy
335
+193
+136% +$39.2K ﹤0.01% 546
2023
Q2
$26K Buy
+142
New +$26K ﹤0.01% 684
2022
Q4
Sell
-23
Closed -$4K 1073
2022
Q3
$4K Buy
+23
New +$4K ﹤0.01% 911