Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,746
Closed -$180K 1631
2025
Q1
$180K Buy
2,746
+2,006
+271% +$132K ﹤0.01% 619
2024
Q4
$52.3K Buy
740
+343
+86% +$24.2K ﹤0.01% 864
2024
Q3
$24.6K Buy
397
+43
+12% +$2.67K ﹤0.01% 1020
2024
Q2
$22.8K Sell
354
-19
-5% -$1.22K ﹤0.01% 1237
2024
Q1
$19.8K Buy
+373
New +$19.8K ﹤0.01% 1061