Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33
Closed -$71.7K 1590
2025
Q1
$71.7K Sell
33
-303
-90% -$658K 0.02% 435
2024
Q4
$70.3K Sell
336
-3
-0.9% -$627 0.01% 495
2024
Q3
$89K Sell
339
-480
-59% -$126K 0.01% 407
2024
Q2
$187K Buy
819
+769
+1,538% +$175K 0.02% 446
2024
Q1
$13.6K Buy
+50
New +$13.6K 0.03% 257