Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,328
Closed -$281K 533
2025
Q1
$281K Buy
7,328
+828
+13% +$31.8K 0.01% 246
2024
Q4
$268K Buy
+6,500
New +$268K 0.01% 528
2024
Q3
Sell
-49,016
Closed -$1.59M 676
2024
Q2
$1.59M Buy
+49,016
New +$1.59M 0.06% 146