Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,348
Closed -$303K 1077
2025
Q1
$303K Buy
2,348
+1,599
+213% +$207K 0.08% 204
2024
Q4
$107K Buy
749
+87
+13% +$12.4K 0.03% 353
2024
Q3
$99K Sell
662
-1,831
-73% -$274K 0.02% 547
2024
Q2
$322K Buy
+2,493
New +$322K 0.07% 211