Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-767
Closed -$15.4K 1583
2025
Q1
$15.4K Sell
767
-2,274
-75% -$45.7K ﹤0.01% 718
2024
Q4
$81.5K Sell
3,041
-26,674
-90% -$715K ﹤0.01% 502
2024
Q3
$984K Buy
+29,715
New +$984K 0.03% 190
2024
Q2
Sell
-4,481
Closed -$158K 1467
2024
Q1
$158K Buy
+4,481
New +$158K 0.01% 516