Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,636
Closed -$49.2K 1667
2025
Q1
$49.2K Sell
11,636
-57,367
-83% -$243K ﹤0.01% 1244
2024
Q4
$315K Buy
69,003
+29,044
+73% +$132K 0.01% 819
2024
Q3
$270K Buy
39,959
+20,240
+103% +$137K 0.01% 1139
2024
Q2
$150K Buy
+19,719
New +$150K ﹤0.01% 1307