Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,142
Closed -$88.1K 1992
2025
Q1
$88.1K Buy
1,142
+413
+57% +$31.9K 0.01% 1353
2024
Q4
$70.5K Buy
729
+723
+12,050% +$69.9K 0.01% 1202
2024
Q3
$569 Sell
6
-11,915
-100% -$1.13M ﹤0.01% 1702
2024
Q2
$994K Sell
11,921
-5,089
-30% -$424K 0.13% 241
2024
Q1
$1.46M Buy
+17,010
New +$1.46M 0.25% 125