Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Buy
2,397
+617
+35% +$31.6K 0.01% 1276
2025
Q1
$63.8K Sell
1,780
-501
-22% -$17.9K ﹤0.01% 1622
2024
Q4
$112K Buy
2,281
+213
+10% +$10.5K 0.01% 1023
2024
Q3
$98.7K Buy
2,068
+1,169
+130% +$55.8K 0.01% 1025
2024
Q2
$39.2K Buy
899
+285
+46% +$12.4K 0.01% 1364
2024
Q1
$26K Sell
614
-113
-16% -$4.78K 0.01% 1464
2023
Q4
$27.4K Buy
+727
New +$27.4K 0.01% 1282