Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,669
Closed -$278K 1733
2025
Q1
$278K Buy
5,669
+732
+15% +$35.9K 0.01% 952
2024
Q4
$236K Buy
4,937
+873
+21% +$41.8K ﹤0.01% 966
2024
Q3
$227K Sell
4,064
-1,010
-20% -$56.4K ﹤0.01% 1238
2024
Q2
$243K Sell
5,074
-172
-3% -$8.25K ﹤0.01% 1140
2024
Q1
$245K Sell
5,246
-227
-4% -$10.6K 0.01% 1024
2023
Q4
$254K Buy
+5,473
New +$254K 0.01% 857