Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Buy
122
+2
+2% +$180 0.01% 1553
2025
Q1
$8K Buy
120
+2
+2% +$133 0.01% 1640
2024
Q4
$9K Sell
118
-167
-59% -$12.7K 0.01% 1607
2024
Q3
$22K Buy
285
+170
+148% +$13.1K 0.01% 1178
2024
Q2
$7K Buy
115
+1
+0.9% +$61 ﹤0.01% 1726
2024
Q1
$7K Hold
114
﹤0.01% 1747
2023
Q4
$11K Hold
114
0.01% 1509
2023
Q3
$8K Hold
114
0.01% 1569
2023
Q2
$7K Sell
114
-1
-0.9% -$61 0.01% 1642
2023
Q1
$8K Sell
115
-198
-63% -$13.8K 0.01% 1432
2022
Q4
$13K Hold
313
0.01% 1206
2022
Q3
$18K Sell
313
-20
-6% -$1.15K 0.02% 1030
2022
Q2
$27K Sell
333
-16
-5% -$1.3K 0.02% 915
2022
Q1
$44K Buy
349
+305
+693% +$38.5K 0.03% 835
2021
Q4
$10K Buy
+44
New +$10K 0.01% 1026