Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.3K Sell
2,239
-15,167
-87% -$402K ﹤0.01% 552
2025
Q1
$473K Buy
17,406
+3,076
+21% +$83.5K 0.02% 257
2024
Q4
$582K Buy
+14,330
New +$582K 0.02% 232
2024
Q3
Sell
-27,857
Closed -$1.23M 1108
2024
Q2
$1.23M Buy
+27,857
New +$1.23M 0.04% 167