Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
20,059
+9,253
+86% +$205K 0.01% 1152
2025
Q1
$248K Buy
+10,806
New +$248K ﹤0.01% 1200
2024
Q1
Sell
-7,445
Closed -$293K 866
2023
Q4
$293K Sell
7,445
-1,172
-14% -$46.2K 0.01% 628
2023
Q3
$329K Sell
8,617
-179
-2% -$6.83K 0.01% 559
2023
Q2
$401K Buy
8,796
+3,689
+72% +$168K 0.01% 511
2023
Q1
$229K Sell
5,107
-296
-5% -$13.3K 0.01% 567
2022
Q4
$237K Buy
+5,403
New +$237K 0.01% 595