Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,070
Closed -$71.2K 1055
2025
Q1
$71.2K Buy
18,070
+1,547
+9% +$6.1K ﹤0.01% 1643
2024
Q4
$60.5K Sell
16,523
-37,054
-69% -$136K ﹤0.01% 1535
2024
Q3
$177K Buy
53,577
+21,541
+67% +$71.1K ﹤0.01% 1394
2024
Q2
$113K Buy
+32,036
New +$113K ﹤0.01% 1236
2024
Q1
Sell
-14,058
Closed -$146K 1261
2023
Q4
$146K Buy
+14,058
New +$146K ﹤0.01% 1078