Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+1,912
New +$234K ﹤0.01% 682
2024
Q4
Sell
-2,684
Closed -$318K 756
2024
Q3
$318K Sell
2,684
-37,460
-93% -$4.44M 0.01% 579
2024
Q2
$5.54M Buy
40,144
+8,093
+25% +$1.12M 0.13% 143
2024
Q1
$3.66M Buy
+32,051
New +$3.66M 0.09% 188