Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,313
Closed -$171K 1841
2025
Q1
$171K Sell
13,313
-2,599
-16% -$33.4K 0.02% 904
2024
Q4
$274K Buy
15,912
+9,435
+146% +$163K 0.04% 618
2024
Q3
$146K Buy
+6,477
New +$146K 0.02% 907
2024
Q2
Sell
-3,477
Closed -$114K 1641
2024
Q1
$114K Buy
3,477
+2,282
+191% +$75.1K 0.02% 918
2023
Q4
$43.5K Buy
+1,195
New +$43.5K 0.01% 1367