Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Hold
423
﹤0.01% 760
2025
Q1
$13K Sell
423
-28
-6% -$861 ﹤0.01% 808
2024
Q4
$15K Sell
451
-29
-6% -$965 ﹤0.01% 796
2024
Q3
$14K Hold
480
﹤0.01% 782
2024
Q2
$13K Sell
480
-37
-7% -$1K ﹤0.01% 772
2024
Q1
$8K Hold
517
﹤0.01% 864
2023
Q4
$12K Hold
517
﹤0.01% 800
2023
Q3
$10K Hold
517
﹤0.01% 801
2023
Q2
$20K Hold
517
﹤0.01% 690
2023
Q1
$20K Hold
517
﹤0.01% 659
2022
Q4
$20K Sell
517
-15
-3% -$580 ﹤0.01% 647
2022
Q3
$17K Hold
532
﹤0.01% 665
2022
Q2
$19K Hold
532
﹤0.01% 671
2022
Q1
$21K Buy
+532
New +$21K ﹤0.01% 688