Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$746 Buy
118
+45
+62% +$284 ﹤0.01% 2529
2024
Q4
$480 Sell
73
-19
-21% -$125 ﹤0.01% 2631
2024
Q3
$434 Hold
92
﹤0.01% 2705
2024
Q2
$495 Buy
92
+46
+100% +$248 ﹤0.01% 2600
2024
Q1
$228 Buy
+46
New +$228 ﹤0.01% 2587
2022
Q4
Sell
-423
Closed -$2K 2934
2022
Q3
$2K Hold
423
﹤0.01% 2085
2022
Q2
$2K Hold
423
﹤0.01% 1982
2022
Q1
$3K Buy
+423
New +$3K ﹤0.01% 1833