Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Buy
378
+20
+6% +$1.48K ﹤0.01% 624
2025
Q1
$24K Buy
358
+16
+5% +$1.07K ﹤0.01% 611
2024
Q4
$21K Buy
342
+2
+0.6% +$123 ﹤0.01% 610
2024
Q3
$22K Buy
340
+67
+25% +$4.34K ﹤0.01% 590
2024
Q2
$15K Buy
273
+43
+19% +$2.36K ﹤0.01% 616
2024
Q1
$12K Buy
230
+21
+10% +$1.1K ﹤0.01% 644
2023
Q4
$9K Sell
209
-16
-7% -$689 ﹤0.01% 697
2023
Q3
$10K Buy
225
+17
+8% +$756 ﹤0.01% 609
2023
Q2
$9K Buy
+208
New +$9K ﹤0.01% 631
2022
Q3
Sell
-150
Closed -$6K 527
2022
Q2
$6K Buy
150
+47
+46% +$1.88K ﹤0.01% 550
2022
Q1
$6K Buy
+103
New +$6K ﹤0.01% 503