Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-299
Closed -$65.3K 1392
2025
Q1
$65.3K Buy
299
+250
+510% +$54.6K ﹤0.01% 850
2024
Q4
$10K Buy
49
+11
+29% +$2.26K ﹤0.01% 1244
2024
Q3
$6.33K Sell
38
-248
-87% -$41.3K ﹤0.01% 1256
2024
Q2
$56.9K Buy
286
+161
+129% +$32K ﹤0.01% 966
2024
Q1
$25.8K Buy
+125
New +$25.8K ﹤0.01% 1003
2023
Q3
Sell
-654
Closed -$210K 598
2023
Q2
$210K Buy
+654
New +$210K ﹤0.01% 542