Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
1,712
-66
-4% -$10.4K 0.14% 332
2025
Q1
$313K Buy
1,778
+375
+27% +$66.1K 0.14% 297
2024
Q4
$276K Buy
+1,403
New +$276K 0.12% 426
2024
Q3
Sell
-621
Closed -$131K 869
2024
Q2
$131K Buy
621
+614
+8,771% +$130K 0.19% 180
2024
Q1
$1.77K Sell
7
-89
-93% -$22.5K ﹤0.01% 1346
2023
Q4
$22.2K Buy
+96
New +$22.2K 0.02% 1020