Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,392
Closed -$215K 822
2025
Q1
$215K Buy
16,392
+4,335
+36% +$56.7K 0.01% 678
2024
Q4
$170K Sell
12,057
-7,543
-38% -$106K ﹤0.01% 699
2024
Q3
$223K Buy
19,600
+8,700
+80% +$99.1K 0.01% 685
2024
Q2
$108K Buy
+10,900
New +$108K ﹤0.01% 713