Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,989
Closed -$56.4K 3498
2025
Q1
$56.4K Sell
12,989
-6,426
-33% -$27.9K ﹤0.01% 3298
2024
Q4
$158K Buy
19,415
+3,926
+25% +$32K ﹤0.01% 3075
2024
Q3
$98.9K Buy
+15,489
New +$98.9K ﹤0.01% 3093
2024
Q1
Sell
-15,053
Closed -$222K 3143
2023
Q4
$222K Buy
+15,053
New +$222K ﹤0.01% 2608