Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Buy
404
+16
+4% +$4.44K 0.03% 96
2025
Q1
$121K Buy
388
+166
+75% +$51.8K 0.04% 88
2024
Q4
$58K Buy
222
+1
+0.5% +$261 0.02% 109
2024
Q3
$71K Buy
221
+2
+0.9% +$643 0.02% 91
2024
Q2
$68K Buy
219
+1
+0.5% +$311 0.02% 89
2024
Q1
$61K Sell
218
-10
-4% -$2.8K 0.02% 99
2023
Q4
$65K Hold
228
0.02% 90
2023
Q3
$61K Buy
228
+10
+5% +$2.68K 0.02% 103
2023
Q2
$48K Hold
218
0.02% 107
2023
Q1
$52K Buy
+218
New +$52K 0.02% 101
2020
Q2
Sell
-50
Closed -$10K 190
2020
Q1
$10K Hold
50
0.01% 115
2019
Q4
$12K Buy
+50
New +$12K 0.01% 126