Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,117
Closed -$178K 1071
2025
Q1
$178K Buy
1,117
+540
+94% +$86.2K ﹤0.01% 623
2024
Q4
$76.8K Buy
577
+208
+56% +$27.7K ﹤0.01% 788
2024
Q3
$50.1K Sell
369
-387
-51% -$52.6K ﹤0.01% 877
2024
Q2
$115K Buy
756
+396
+110% +$60.5K ﹤0.01% 771
2024
Q1
$51.9K Buy
+360
New +$51.9K ﹤0.01% 862