Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
3,752
-4,796
-56% -$356K 0.03% 695
2025
Q1
$352K Buy
8,548
+7,973
+1,387% +$328K 0.05% 442
2024
Q4
$29.6K Hold
575
﹤0.01% 1507
2024
Q3
$27.5K Buy
575
+300
+109% +$14.3K ﹤0.01% 1573
2024
Q2
$13.5K Sell
275
-2,937
-91% -$144K ﹤0.01% 1566
2024
Q1
$139K Buy
+3,212
New +$139K 0.02% 805
2021
Q4
Sell
-3,611
Closed -$78K 1876
2021
Q3
$78K Buy
+3,611
New +$78K 0.05% 566