Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.7K Sell
1,046
-7,761
-88% -$577K 0.01% 1509
2025
Q1
$575K Buy
+8,807
New +$575K 0.06% 480
2024
Q4
Sell
-10
Closed -$780 1949
2024
Q3
$780 Sell
10
-10,947
-100% -$854K ﹤0.01% 1641
2024
Q2
$636K Buy
10,957
+7,291
+199% +$423K 0.09% 375
2024
Q1
$246K Sell
3,666
-19,595
-84% -$1.31M 0.04% 585
2023
Q4
$1.43M Buy
+23,261
New +$1.43M 0.3% 67