Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53,629
Closed -$132K 5002
2025
Q1
$132K Sell
53,629
-4,282
-7% -$10.6K ﹤0.01% 3662
2024
Q4
$182K Buy
57,911
+2,979
+5% +$9.35K ﹤0.01% 3639
2024
Q3
$271K Buy
54,932
+23,048
+72% +$114K ﹤0.01% 3382
2024
Q2
$141K Buy
31,884
+18,628
+141% +$82.1K ﹤0.01% 3336
2024
Q1
$89.5K Buy
13,256
+6,756
+104% +$45.6K ﹤0.01% 3608
2023
Q4
$48.5K Sell
6,500
-66,769
-91% -$498K ﹤0.01% 3792
2023
Q3
$745K Buy
+73,269
New +$745K ﹤0.01% 2127