Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
+1,947
New +$315K 0.01% 636
2024
Q4
Sell
-2,420
Closed -$346K 882
2024
Q3
$346K Buy
2,420
+345
+17% +$49.3K 0.02% 618
2024
Q2
$340K Sell
2,075
-8,425
-80% -$1.38M 0.02% 592
2024
Q1
$1.31M Buy
+10,500
New +$1.31M 0.07% 248