Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
424
+124
+41% +$41.8K 0.01% 1294
2025
Q1
$62.7K Sell
300
-121
-29% -$25.3K 0.01% 1459
2024
Q4
$85.6K Sell
421
-7,780
-95% -$1.58M 0.01% 1138
2024
Q3
$1.43M Buy
8,201
+7,421
+951% +$1.29M 0.13% 241
2024
Q2
$100K Buy
780
+687
+739% +$88.4K 0.01% 921
2024
Q1
$8.18K Sell
93
-9,907
-99% -$871K ﹤0.01% 1083
2023
Q4
$529K Buy
+10,000
New +$529K 0.11% 323