Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Buy
41
+3
+8% +$1.68K ﹤0.01% 702
2025
Q1
$22K Sell
38
-4
-10% -$2.32K ﹤0.01% 699
2024
Q4
$26K Hold
42
﹤0.01% 675
2024
Q3
$23K Buy
+42
New +$23K ﹤0.01% 688
2024
Q2
Sell
-2
Closed -$1K 997
2024
Q1
$1K Buy
+2
New +$1K ﹤0.01% 1033