Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,532
Closed -$70K 527
2025
Q1
$70K Buy
14,532
+664
+5% +$3.2K 0.01% 466
2024
Q4
$109K Hold
13,868
0.01% 420
2024
Q3
$91K Buy
13,868
+550
+4% +$3.61K 0.01% 425
2024
Q2
$81.1K Sell
13,318
-629
-5% -$3.83K 0.01% 380
2024
Q1
$103K Buy
13,947
+2,148
+18% +$15.9K 0.01% 377
2023
Q4
$65.5K Buy
+11,799
New +$65.5K 0.01% 359