Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
+3,260
New +$215K ﹤0.01% 911
2024
Q3
Sell
-4,637
Closed -$327K 872
2024
Q2
$327K Sell
4,637
-181
-4% -$12.7K 0.01% 631
2024
Q1
$375K Sell
4,818
-766
-14% -$59.6K 0.01% 622
2023
Q4
$501K Buy
5,584
+3,359
+151% +$301K 0.01% 513
2023
Q3
$219K Sell
2,225
-33
-1% -$3.25K 0.01% 599
2023
Q2
$231K Sell
2,258
-277
-11% -$28.3K 0.01% 580
2023
Q1
$284K Buy
+2,535
New +$284K 0.01% 512