Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-66,928
Closed -$328K 1602
2025
Q1
$328K Buy
66,928
+26,950
+67% +$132K 0.01% 1041
2024
Q4
$260K Buy
39,978
+8,559
+27% +$55.7K ﹤0.01% 1258
2024
Q3
$241K Sell
31,419
-1,786
-5% -$13.7K ﹤0.01% 1353
2024
Q2
$292K Buy
33,205
+24,013
+261% +$211K ﹤0.01% 1109
2024
Q1
$64.4K Buy
+9,192
New +$64.4K ﹤0.01% 653