Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,592
Closed -$136K 452
2025
Q1
$136K Hold
15,592
﹤0.01% 409
2024
Q4
$194K Hold
15,592
﹤0.01% 407
2024
Q3
$181K Sell
15,592
-10,890
-41% -$126K ﹤0.01% 415
2024
Q2
$282K Buy
26,482
+15,592
+143% +$166K ﹤0.01% 392
2024
Q1
$113K Hold
10,890
﹤0.01% 432
2023
Q4
$118K Sell
10,890
-59,979
-85% -$650K ﹤0.01% 428
2023
Q3
$699K Sell
70,869
-13,040
-16% -$129K 0.01% 320
2023
Q2
$837K Buy
83,909
+23,319
+38% +$233K 0.01% 337
2023
Q1
$583K Buy
+60,590
New +$583K 0.01% 378