Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-809
Closed -$48.5K 2058
2025
Q1
$48.5K Hold
809
0.01% 1539
2024
Q4
$67.5K Sell
809
-7,426
-90% -$620K 0.01% 1213
2024
Q3
$698K Buy
8,235
+3,627
+79% +$307K 0.06% 520
2024
Q2
$622K Buy
4,608
+1,665
+57% +$225K 0.08% 385
2024
Q1
$560K Buy
2,943
+2,404
+446% +$458K 0.1% 336
2023
Q4
$86.2K Buy
+539
New +$86.2K 0.02% 793