Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,506
Closed -$206K 758
2025
Q1
$206K Buy
8,506
+1,491
+21% +$36.1K 0.09% 521
2024
Q4
$237K Sell
7,015
-3,102
-31% -$105K 0.1% 509
2024
Q3
$485K Buy
10,117
+8,315
+461% +$399K 0.28% 52
2024
Q2
$85K Buy
+1,802
New +$85K 0.12% 375