Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.7K Sell
3,566
-16,823
-83% -$305K ﹤0.01% 1598
2025
Q1
$292K Buy
20,389
+9,262
+83% +$133K ﹤0.01% 1275
2024
Q4
$253K Buy
+11,127
New +$253K ﹤0.01% 1417
2024
Q3
Sell
-8,808
Closed -$346K 2754
2024
Q2
$346K Buy
8,808
+6,966
+378% +$274K ﹤0.01% 1628
2024
Q1
$97.7K Buy
+1,842
New +$97.7K ﹤0.01% 2014
2020
Q1
Sell
-6,900
Closed -$189K 815
2019
Q4
$189K Buy
+6,900
New +$189K 0.01% 370