Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41K Buy
115
+4
+4% +$1.43K ﹤0.01% 540
2025
Q1
$44K Buy
111
+6
+6% +$2.38K ﹤0.01% 509
2024
Q4
$38K Buy
105
+6
+6% +$2.17K ﹤0.01% 509
2024
Q3
$34K Buy
99
+24
+32% +$8.24K ﹤0.01% 504
2024
Q2
$22K Buy
75
+1
+1% +$293 ﹤0.01% 545
2024
Q1
$25K Sell
74
-4
-5% -$1.35K ﹤0.01% 506
2023
Q4
$23K Hold
78
﹤0.01% 485
2023
Q3
$25K Buy
78
+13
+20% +$4.17K ﹤0.01% 454
2023
Q2
$22K Buy
+65
New +$22K ﹤0.01% 460
2022
Q3
Sell
-22
Closed -$6K 425
2022
Q2
$6K Buy
22
+6
+38% +$1.64K ﹤0.01% 539
2022
Q1
$5K Buy
+16
New +$5K ﹤0.01% 531