Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
+3,575
New +$244K 0.01% 1016
2025
Q1
Sell
-7,769
Closed -$470K 1228
2024
Q4
$470K Sell
7,769
-6,807
-47% -$412K 0.02% 638
2024
Q3
$1.05M Buy
14,576
+3,838
+36% +$276K ﹤0.01% 650
2024
Q2
$756K Buy
10,738
+5,966
+125% +$420K ﹤0.01% 760
2024
Q1
$380K Sell
4,772
-4,659
-49% -$371K ﹤0.01% 921
2023
Q4
$846K Buy
+9,431
New +$846K ﹤0.01% 668
2023
Q3
Hold
0
1411