Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10
Closed -$698 1593
2025
Q1
$698 Sell
10
-9,989
-100% -$697K ﹤0.01% 1230
2024
Q4
$612K Sell
9,999
-1,590
-14% -$97.3K 0.08% 156
2024
Q3
$687K Sell
11,589
-338
-3% -$20K 0.11% 133
2024
Q2
$709K Buy
11,927
+11,085
+1,317% +$659K 0.09% 198
2024
Q1
$52.5K Sell
842
-15,854
-95% -$988K 0.1% 133
2023
Q4
$796K Buy
16,696
+987
+6% +$47.1K 0.13% 132
2023
Q3
$548K Sell
15,709
-3,612
-19% -$126K 0.16% 142
2023
Q2
$545K Sell
19,321
-3,433
-15% -$96.9K 0.09% 200
2023
Q1
$574K Buy
+22,754
New +$574K 0.14% 105