Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93K Buy
440
+352
+400% +$74.4K 0.01% 1081
2025
Q1
$13K Buy
+88
New +$13K ﹤0.01% 1651
2024
Q4
Sell
-136
Closed -$23K 1934
2024
Q3
$23K Sell
136
-3,194
-96% -$540K ﹤0.01% 1456
2024
Q2
$414K Sell
3,330
-1,585
-32% -$197K 0.04% 507
2024
Q1
$458K Buy
4,915
+1,367
+39% +$127K 0.04% 463
2023
Q4
$433K Buy
3,548
+357
+11% +$43.6K 0.04% 465
2023
Q3
$364K Buy
+3,191
New +$364K 0.04% 478