Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.9K Sell
819
-4,022
-83% -$88K ﹤0.01% 1738
2025
Q1
$94.8K Sell
4,841
-2,511
-34% -$49.2K ﹤0.01% 1553
2024
Q4
$115K Buy
7,352
+5,890
+403% +$92.3K ﹤0.01% 1657
2024
Q3
$26.6K Sell
1,462
-83,900
-98% -$1.52M ﹤0.01% 2090
2024
Q2
$1.46M Buy
+85,362
New +$1.46M ﹤0.01% 949
2024
Q1
Sell
-149,830
Closed -$2.25M 2799
2023
Q4
$2.25M Buy
+149,830
New +$2.25M ﹤0.01% 597
2023
Q3
Hold
0
2602
2023
Q2
Hold
0
2439