Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,785
Closed -$52.8K 2043
2025
Q1
$52.8K Sell
11,785
-6,360
-35% -$28.5K ﹤0.01% 1731
2024
Q4
$150K Buy
18,145
+8,075
+80% +$66.8K ﹤0.01% 1576
2024
Q3
$105K Buy
+10,070
New +$105K ﹤0.01% 1366