Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.3K Sell
2,548
-36,999
-94% -$1.03M ﹤0.01% 1955
2025
Q1
$1.09M Sell
39,547
-2,473
-6% -$67.9K ﹤0.01% 833
2024
Q4
$1.41M Buy
42,020
+4,176
+11% +$140K 0.01% 745
2024
Q3
$1.2M Buy
37,844
+6,260
+20% +$198K ﹤0.01% 846
2024
Q2
$993K Sell
31,584
-6,585
-17% -$207K ﹤0.01% 879
2024
Q1
$1.43M Buy
38,169
+8,719
+30% +$326K 0.01% 787
2023
Q4
$990K Buy
+29,450
New +$990K ﹤0.01% 913