Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,643
Closed -$118K 1396
2025
Q1
$118K Sell
4,643
-160
-3% -$4.06K 0.02% 493
2024
Q4
$102K Sell
4,803
-19,207
-80% -$406K 0.01% 512
2024
Q3
$88.8K Buy
24,010
+19,375
+418% +$71.7K 0.01% 547
2024
Q2
$78.8K Hold
4,635
0.01% 539
2024
Q1
$71.8K Buy
+4,635
New +$71.8K 0.01% 542