Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,057
Closed -$247K 1706
2025
Q1
$247K Buy
1,057
+467
+79% +$109K ﹤0.01% 532
2024
Q4
$152K Buy
590
+61
+12% +$15.7K ﹤0.01% 648
2024
Q3
$129K Sell
529
-4,275
-89% -$1.04M ﹤0.01% 681
2024
Q2
$1.31M Buy
4,804
+4,536
+1,693% +$1.24M 0.02% 228
2024
Q1
$74K Buy
+268
New +$74K ﹤0.01% 782