Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-42
Closed -$13.1K 2031
2025
Q1
$13.1K Sell
42
-1,951
-98% -$608K ﹤0.01% 1769
2024
Q4
$519K Buy
1,993
+74
+4% +$19.3K 0.07% 459
2024
Q3
$618K Buy
1,919
+1,804
+1,569% +$581K 0.06% 569
2024
Q2
$35.9K Sell
115
-3,125
-96% -$976K ﹤0.01% 1188
2024
Q1
$921K Buy
3,240
+818
+34% +$233K 0.16% 212
2023
Q4
$698K Buy
+2,422
New +$698K 0.15% 235