Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,357
Closed -$434K 1115
2025
Q1
$434K Buy
3,357
+1,134
+51% +$146K ﹤0.01% 1188
2024
Q4
$318K Buy
2,223
+46
+2% +$6.57K ﹤0.01% 1214
2024
Q3
$325K Buy
2,177
+380
+21% +$56.8K ﹤0.01% 1142
2024
Q2
$232K Buy
+1,797
New +$232K ﹤0.01% 1155