Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$615 Buy
55
+29
+112% +$324 ﹤0.01% 2782
2025
Q1
$239 Hold
26
﹤0.01% 2732
2024
Q4
$205 Hold
26
﹤0.01% 2423
2024
Q3
$326 Hold
26
﹤0.01% 2220
2024
Q2
$156 Hold
26
﹤0.01% 2130
2024
Q1
$173 Hold
26
﹤0.01% 1649
2023
Q4
$268 Buy
+26
New +$268 ﹤0.01% 1631
2022
Q2
Sell
-158
Closed -$3K 1274
2022
Q1
$3K Hold
158
﹤0.01% 870
2021
Q4
$6K Hold
158
﹤0.01% 781
2021
Q3
$8K Hold
158
﹤0.01% 636
2021
Q2
$10K Sell
158
-51
-24% -$3.23K ﹤0.01% 564
2021
Q1
$14K Buy
209
+51
+32% +$3.42K ﹤0.01% 482
2020
Q4
$11K Buy
+158
New +$11K ﹤0.01% 486