Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,984
Closed -$263K 999
2025
Q1
$263K Sell
10,984
-302
-3% -$7.24K ﹤0.01% 804
2024
Q4
$241K Sell
11,286
-1,212
-10% -$25.9K ﹤0.01% 830
2024
Q3
$289K Buy
12,498
+1,403
+13% +$32.5K 0.01% 735
2024
Q2
$202K Sell
11,095
-1,464
-12% -$26.6K ﹤0.01% 728
2024
Q1
$240K Buy
+12,559
New +$240K 0.01% 713