Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,020
Closed -$300K 404
2025
Q1
$300K Buy
3,020
+1,780
+144% +$177K 0.01% 292
2024
Q4
$179K Hold
1,240
﹤0.01% 336
2024
Q3
$143K Sell
1,240
-7,080
-85% -$815K ﹤0.01% 322
2024
Q2
$1.08M Buy
8,320
+7,720
+1,287% +$1M 0.03% 214
2024
Q1
$74.2K Buy
+600
New +$74.2K ﹤0.01% 381