Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,105
Closed -$250K 1598
2025
Q1
$250K Buy
20,105
+3,274
+19% +$40.7K ﹤0.01% 1342
2024
Q4
$217K Buy
16,831
+4,405
+35% +$56.7K ﹤0.01% 1313
2024
Q3
$249K Buy
12,426
+2,268
+22% +$45.5K 0.01% 1199
2024
Q2
$178K Sell
10,158
-1,448
-12% -$25.4K ﹤0.01% 1312
2024
Q1
$208K Buy
+11,606
New +$208K ﹤0.01% 1195