Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$675K Sell
9,906
-2,691
-21% -$183K ﹤0.01% 1521
2025
Q1
$763K Buy
12,597
+9,913
+369% +$600K ﹤0.01% 1341
2024
Q4
$185K Sell
2,684
-4,288
-62% -$296K ﹤0.01% 2106
2024
Q3
$461K Sell
6,972
-16,115
-70% -$1.07M ﹤0.01% 1522
2024
Q2
$1.4M Buy
23,087
+4,456
+24% +$270K 0.01% 912
2024
Q1
$1.06M Buy
18,631
+18,532
+18,719% +$1.06M 0.01% 974
2023
Q4
$6.22K Buy
+99
New +$6.22K ﹤0.01% 3049
2023
Q1
Sell
-8,353
Closed -$671K 3779
2022
Q4
$671K Buy
+8,353
New +$671K 0.02% 663