Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
+8,136
New +$369K 0.01% 810
2025
Q1
Sell
-4,568
Closed -$221K 1813
2024
Q4
$221K Sell
4,568
-555
-11% -$26.8K ﹤0.01% 1003
2024
Q3
$216K Sell
5,123
-1,832
-26% -$77.1K ﹤0.01% 1258
2024
Q2
$231K Buy
+6,955
New +$231K ﹤0.01% 1160
2024
Q1
Sell
-17,639
Closed -$793K 1760
2023
Q4
$793K Buy
17,639
+6,616
+60% +$297K 0.02% 407
2023
Q3
$649K Buy
+11,023
New +$649K 0.01% 488