Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
+46,815
New +$332K 0.01% 861
2025
Q1
Sell
-35,111
Closed -$444K 1310
2024
Q4
$444K Sell
35,111
-9,826
-22% -$124K 0.01% 642
2024
Q3
$504K Buy
44,937
+31,047
+224% +$348K 0.01% 806
2024
Q2
$178K Sell
13,890
-6,110
-31% -$78.3K ﹤0.01% 1267
2024
Q1
$313K Buy
+20,000
New +$313K 0.01% 901
2021
Q4
Sell
-89,516
Closed -$1.28M 734
2021
Q3
$1.28M Buy
+89,516
New +$1.28M 0.08% 198