Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Sell
79,948
-53,020
-40% -$121K ﹤0.01% 1097
2025
Q1
$368K Hold
132,968
0.01% 973
2024
Q4
$408K Buy
132,968
+9,000
+7% +$27.6K 0.01% 948
2024
Q3
$526K Sell
123,968
-114,839
-48% -$487K 0.01% 887
2024
Q2
$962K Buy
238,807
+41,377
+21% +$167K 0.03% 696
2024
Q1
$983K Buy
+197,430
New +$983K 0.04% 614
2023
Q4
Sell
-36,640
Closed -$138K 1259
2023
Q3
$138K Buy
36,640
+20,590
+128% +$77.6K 0.01% 1008
2023
Q2
$51K Buy
+16,050
New +$51K ﹤0.01% 1056