Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,875
Closed -$270K 159
2025
Q1
$270K Sell
2,875
-427
-13% -$40.2K 0.27% 102
2024
Q4
$314K Sell
3,302
-572
-15% -$54.4K 0.21% 97
2024
Q3
$428K Buy
3,874
+795
+26% +$87.8K 0.27% 85
2024
Q2
$333K Buy
3,079
+3,019
+5,032% +$327K 0.24% 94
2024
Q1
$7.48K Hold
60
0.01% 495
2023
Q4
$6.51K Buy
+60
New +$6.51K 0.01% 504