Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.5K Sell
2,496
-84,024
-97% -$825K ﹤0.01% 1281
2025
Q1
$874K Sell
86,520
-3,850
-4% -$38.9K 0.01% 546
2024
Q4
$802K Sell
90,370
-4,125
-4% -$36.6K 0.01% 544
2024
Q3
$1.11M Sell
94,495
-87
-0.1% -$1.02K 0.01% 485
2024
Q2
$1.06M Sell
94,582
-11,210
-11% -$125K 0.01% 468
2024
Q1
$1.31M Buy
+105,792
New +$1.31M 0.01% 452