Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666 Sell
96
-19
-17% -$132 ﹤0.01% 1628
2025
Q1
$646 Buy
115
+26
+29% +$146 ﹤0.01% 1449
2024
Q4
$502 Sell
89
-10
-10% -$56 ﹤0.01% 1089
2024
Q3
$604 Buy
99
+2
+2% +$12 ﹤0.01% 1067
2024
Q2
$620 Buy
97
+23
+31% +$147 ﹤0.01% 620
2024
Q1
$667 Buy
74
+31
+72% +$279 ﹤0.01% 562
2023
Q4
$334 Hold
43
﹤0.01% 588
2023
Q3
$280 Buy
43
+3
+8% +$20 ﹤0.01% 574
2023
Q2
$284 Buy
40
+2
+5% +$14 ﹤0.01% 595
2023
Q1
$211 Buy
38
+1
+3% +$6 ﹤0.01% 721
2022
Q4
$150 Buy
+37
New +$150 ﹤0.01% 702