Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,668
Closed -$127K 2148
2025
Q1
$127K Buy
5,668
+2,079
+58% +$46.4K 0.01% 1202
2024
Q4
$61.9K Sell
3,589
-6,703
-65% -$116K 0.01% 1241
2024
Q3
$172K Sell
10,292
-6,638
-39% -$111K 0.02% 1124
2024
Q2
$484K Buy
16,930
+16,323
+2,689% +$467K 0.07% 466
2024
Q1
$23.2K Buy
+607
New +$23.2K ﹤0.01% 1023