Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
467
+66
+16% +$15K ﹤0.01% 374
2025
Q1
$97.8K Sell
401
-55
-12% -$13.4K ﹤0.01% 331
2024
Q4
$128K Buy
456
+125
+38% +$35.2K 0.01% 325
2024
Q3
$90.6K Hold
331
﹤0.01% 333
2024
Q2
$99.2K Buy
331
+7
+2% +$2.1K ﹤0.01% 319
2024
Q1
$93.9K Sell
324
-200
-38% -$57.9K ﹤0.01% 337
2023
Q4
$133K Buy
524
+200
+62% +$50.6K 0.01% 297
2023
Q3
$85.8K Hold
324
﹤0.01% 314
2023
Q2
$80.3K Buy
+324
New +$80.3K ﹤0.01% 323
2022
Q4
$23.4K Buy
+135
New +$23.4K 0.01% 221