Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-515
Closed -$8.49K 2290
2025
Q1
$8.49K Sell
515
-51,304
-99% -$845K ﹤0.01% 1731
2024
Q4
$1.01M Buy
51,819
+29,423
+131% +$572K ﹤0.01% 940
2024
Q3
$766K Sell
22,396
-77,806
-78% -$2.66M ﹤0.01% 1160
2024
Q2
$3.88M Buy
+100,202
New +$3.88M 0.01% 548
2023
Q3
Sell
-8,577
Closed -$207K 2971
2023
Q2
$207K Buy
+8,577
New +$207K ﹤0.01% 1318