Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
28,852
-21,325
-42% -$185K 0.01% 330
2025
Q1
$334K Buy
+50,177
New +$334K 0.01% 239
2024
Q1
Sell
-13,193
Closed -$119K 302
2023
Q4
$119K Sell
13,193
-813
-6% -$7.32K ﹤0.01% 89
2023
Q3
$101K Buy
+14,006
New +$101K ﹤0.01% 105