Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,109
Closed -$75.7K 910
2025
Q1
$75.7K Buy
1,109
+638
+135% +$43.6K ﹤0.01% 820
2024
Q4
$36.6K Buy
471
+59
+14% +$4.59K ﹤0.01% 936
2024
Q3
$27.6K Sell
412
-851
-67% -$57.1K ﹤0.01% 996
2024
Q2
$175K Buy
1,263
+378
+43% +$52.4K ﹤0.01% 648
2024
Q1
$110K Buy
+885
New +$110K ﹤0.01% 679
2022
Q1
Sell
-2,136
Closed -$287K 453
2021
Q4
$287K Buy
+2,136
New +$287K 0.01% 304