Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Hold
10,585
﹤0.01% 3118
2025
Q1
$207K Hold
10,585
﹤0.01% 2978
2024
Q4
$327K Sell
10,585
-10,284
-49% -$318K ﹤0.01% 2552
2024
Q3
$534K Buy
20,869
+10,284
+97% +$263K ﹤0.01% 2078
2024
Q2
$310K Sell
10,585
-5,000
-32% -$146K ﹤0.01% 2431
2024
Q1
$593K Buy
15,585
+12,497
+405% +$475K ﹤0.01% 1896
2023
Q4
$240K Buy
+3,088
New +$240K ﹤0.01% 2533
2023
Q2
Sell
-3,071
Closed -$205K 2850
2023
Q1
$205K Buy
+3,071
New +$205K ﹤0.01% 2397