Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,488
Closed -$492K 2096
2025
Q1
$492K Buy
6,488
+1,072
+20% +$81.4K 0.05% 526
2024
Q4
$437K Buy
5,416
+5,326
+5,918% +$429K 0.06% 540
2024
Q3
$7.88K Buy
+90
New +$7.88K ﹤0.01% 1560
2024
Q2
Sell
-221
Closed -$27.1K 1611
2024
Q1
$27.1K Buy
+221
New +$27.1K ﹤0.01% 1001