Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Sell
428
-4
-0.9% -$308 0.02% 1060
2025
Q1
$30K Buy
432
+131
+44% +$9.1K 0.02% 1042
2024
Q4
$18K Buy
301
+1
+0.3% +$60 0.01% 1251
2024
Q3
$18K Hold
300
0.01% 1254
2024
Q2
$17K Buy
300
+4
+1% +$227 0.01% 1262
2024
Q1
$18K Buy
296
+30
+11% +$1.82K 0.01% 1253
2023
Q4
$13K Sell
266
-125
-32% -$6.11K 0.01% 1389
2023
Q3
$14K Sell
391
-1
-0.3% -$36 0.01% 1270
2023
Q2
$11K Sell
392
-3
-0.8% -$84 0.01% 1391
2023
Q1
$10K Sell
395
-2
-0.5% -$51 0.01% 1321
2022
Q4
$10K Sell
397
-1
-0.3% -$25 0.01% 1327
2022
Q3
$8K Buy
398
+11
+3% +$221 0.01% 1351
2022
Q2
$6K Sell
387
-7
-2% -$109 ﹤0.01% 1360
2022
Q1
$11K Buy
394
+163
+71% +$4.55K 0.01% 1282
2021
Q4
$7K Buy
+231
New +$7K 0.01% 1162