Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,552
Closed -$114K 1017
2025
Q1
$114K Buy
1,552
+837
+117% +$61.3K ﹤0.01% 718
2024
Q4
$53.6K Sell
715
-211
-23% -$15.8K ﹤0.01% 858
2024
Q3
$73.1K Buy
926
+310
+50% +$24.5K ﹤0.01% 805
2024
Q2
$53K Sell
616
-206
-25% -$17.7K ﹤0.01% 981
2024
Q1
$60.5K Buy
+822
New +$60.5K ﹤0.01% 830