Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
3,164
+5
+0.2% +$466 0.01% 231
2025
Q1
$230K Buy
+3,159
New +$230K 0.01% 262
2024
Q4
Sell
-4,364
Closed -$328K 291
2024
Q3
$328K Sell
4,364
-28,110
-87% -$2.11M 0.01% 194
2024
Q2
$2.36M Buy
32,474
+29,588
+1,025% +$2.15M 0.11% 80
2024
Q1
$222K Buy
+2,886
New +$222K 0.01% 251