Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
8,831
+8,806
+35,224% +$397K ﹤0.01% 1829
2025
Q1
$1.18K Sell
25
-9,131
-100% -$429K ﹤0.01% 3600
2024
Q4
$516K Buy
9,156
+9,007
+6,045% +$508K ﹤0.01% 1532
2024
Q3
$7.68K Sell
149
-40
-21% -$2.06K ﹤0.01% 3020
2024
Q2
$9.4K Sell
189
-312
-62% -$15.5K ﹤0.01% 2876
2024
Q1
$29.2K Sell
501
-35
-7% -$2.04K ﹤0.01% 2489
2023
Q4
$33.7K Buy
+536
New +$33.7K ﹤0.01% 2363
2022
Q4
Sell
-5,209
Closed -$267K 4131
2022
Q3
$267K Buy
+5,209
New +$267K ﹤0.01% 1260