Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,096
Closed -$11.1K 1529
2025
Q1
$11.1K Buy
2,096
+1,248
+147% +$6.63K ﹤0.01% 753
2024
Q4
$7.12K Buy
+848
New +$7.12K ﹤0.01% 803
2024
Q3
Sell
-923
Closed -$9.51K 1385
2024
Q2
$9.51K Sell
923
-12,055
-93% -$124K ﹤0.01% 765
2024
Q1
$162K Buy
+12,978
New +$162K 0.01% 510