Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
746
-1,572
-68% -$229K ﹤0.01% 1522
2025
Q1
$486K Hold
2,318
0.01% 785
2024
Q4
$486K Sell
2,318
-2,131
-48% -$447K 0.01% 780
2024
Q3
$1.28M Buy
4,449
+824
+23% +$237K 0.03% 465
2024
Q2
$1.14M Buy
3,625
+1,945
+116% +$610K 0.03% 449
2024
Q1
$564K Sell
1,680
-250
-13% -$84K 0.02% 617
2023
Q4
$546K Buy
+1,930
New +$546K 0.02% 565