Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+9,545
New +$205K ﹤0.01% 766
2024
Q4
Sell
-559
Closed -$13.1K 1031
2024
Q3
$13.1K Sell
559
-47,849
-99% -$1.12M ﹤0.01% 829
2024
Q2
$747K Buy
48,408
+424
+0.9% +$6.55K ﹤0.01% 538
2024
Q1
$537K Buy
+47,984
New +$537K ﹤0.01% 599