Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,215
Closed -$154K 1438
2025
Q1
$154K Buy
13,215
+2,562
+24% +$29.8K ﹤0.01% 1164
2024
Q4
$218K Sell
10,653
-102,050
-91% -$2.09M ﹤0.01% 1012
2024
Q3
$1.38M Buy
+112,703
New +$1.38M 0.03% 348
2023
Q3
Sell
-7,239
Closed -$119K 1363
2023
Q2
$119K Buy
+7,239
New +$119K ﹤0.01% 1037