Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825 Sell
76
-3
-4% -$33 ﹤0.01% 226
2025
Q1
$792 Buy
79
+56
+243% +$561 ﹤0.01% 229
2024
Q4
$228 Sell
23
-5
-18% -$50 ﹤0.01% 242
2024
Q3
$296 Buy
28
+2
+8% +$21 ﹤0.01% 245
2024
Q2
$326 Buy
26
+1
+4% +$13 ﹤0.01% 198
2024
Q1
$332 Hold
25
﹤0.01% 191
2023
Q4
$305 Hold
25
﹤0.01% 195
2023
Q3
$311 Buy
+25
New +$311 ﹤0.01% 191
2023
Q2
Hold
0
-$328 135
2023
Q1
Sell
-26
Closed -$302 191
2022
Q4
$302 Buy
26
+3
+13% +$35 ﹤0.01% 192
2022
Q3
$0 Sell
23
-5
-18% ﹤0.01% 206
2022
Q2
$311 Buy
+28
New +$311 ﹤0.01% 170
2022
Q1
Sell
-32
Closed -$664 163
2021
Q4
$664 Buy
+32
New +$664 ﹤0.01% 135
2021
Q3
Hold
0
-$475K 155
2021
Q2
Hold
0
150