Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,810
Closed -$208K 732
2025
Q1
$208K Buy
20,810
+4,540
+28% +$45.3K 0.01% 653
2024
Q4
$144K Sell
16,270
-2,485
-13% -$22K 0.01% 656
2024
Q3
$219K Buy
18,755
+5,785
+45% +$67.6K 0.01% 625
2024
Q2
$145K Buy
+12,970
New +$145K 0.01% 649