Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
3,095
-19,194
-86% -$1.01M ﹤0.01% 1730
2025
Q1
$1.06M Buy
22,289
+2,205
+11% +$105K ﹤0.01% 847
2024
Q4
$1.26M Buy
20,084
+1,536
+8% +$96.5K 0.01% 779
2024
Q3
$1.07M Sell
18,548
-6,046
-25% -$348K ﹤0.01% 894
2024
Q2
$1.02M Sell
24,594
-3,417
-12% -$142K ﹤0.01% 869
2024
Q1
$1.25M Buy
+28,011
New +$1.25M 0.01% 838