Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,217
Closed -$150K 786
2025
Q1
$150K Sell
17,217
-1,015
-6% -$8.84K 0.01% 563
2024
Q4
$227K Buy
18,232
+4,594
+34% +$57.2K 0.02% 481
2024
Q3
$158K Sell
13,638
-1,760
-11% -$20.4K 0.01% 451
2024
Q2
$164K Buy
15,398
+2,139
+16% +$22.7K 0.02% 431
2024
Q1
$158K Sell
13,259
-12,087
-48% -$144K 0.02% 436
2023
Q4
$274K Buy
+25,346
New +$274K 0.01% 461