Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
2,794
-181
-6% -$648 ﹤0.01% 1140
2025
Q1
$8K Sell
2,975
-296
-9% -$796 ﹤0.01% 1153
2024
Q4
$13K Sell
3,271
-119
-4% -$473 ﹤0.01% 1015
2024
Q3
$14K Hold
3,390
﹤0.01% 961
2024
Q2
$8K Hold
3,390
﹤0.01% 985
2024
Q1
$9K Buy
3,390
+296
+10% +$786 ﹤0.01% 929
2023
Q4
$11K Buy
3,094
+638
+26% +$2.27K ﹤0.01% 886
2023
Q3
$8K Buy
+2,456
New +$8K ﹤0.01% 907
2022
Q4
Sell
-70
Closed -$1K 1092
2022
Q3
$1K Buy
+70
New +$1K ﹤0.01% 1040