Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
+2,944
New +$227K ﹤0.01% 2945
2025
Q1
Sell
-2,535
Closed -$237K 3442
2024
Q4
$237K Sell
2,535
-236
-9% -$22K ﹤0.01% 2852
2024
Q3
$301K Sell
2,771
-9,878
-78% -$1.07M ﹤0.01% 2563
2024
Q2
$1.35M Buy
12,649
+9,933
+366% +$1.06M ﹤0.01% 1322
2024
Q1
$387K Sell
2,716
-13,003
-83% -$1.85M ﹤0.01% 2231
2023
Q4
$1.89M Buy
15,719
+153
+1% +$18.4K ﹤0.01% 1086
2023
Q3
$1.58M Buy
15,566
+13,436
+631% +$1.37M ﹤0.01% 1085
2023
Q2
$210K Buy
+2,130
New +$210K ﹤0.01% 2427