Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+688
New +$202K 0.01% 1117
2025
Q1
Sell
-859
Closed -$216K 1335
2024
Q4
$216K Sell
859
-355
-29% -$89.3K 0.01% 1076
2024
Q3
$267K Sell
1,214
-237
-16% -$52.2K ﹤0.01% 1386
2024
Q2
$250K Buy
+1,451
New +$250K ﹤0.01% 1274
2024
Q1
Sell
-6,643
Closed -$1.19M 1640
2023
Q4
$1.19M Buy
+6,643
New +$1.19M ﹤0.01% 547