Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.8K Sell
27,875
-35,386
-56% -$55.6K ﹤0.01% 2039
2025
Q1
$167K Sell
63,261
-7,977
-11% -$21.1K 0.01% 1749
2024
Q4
$302K Sell
71,238
-45,731
-39% -$194K 0.02% 1203
2024
Q3
$388K Buy
116,969
+48,760
+71% +$162K 0.03% 1009
2024
Q2
$211K Buy
+68,209
New +$211K 0.02% 1200
2024
Q1
Sell
-41,055
Closed -$229K 1931
2023
Q4
$229K Buy
41,055
+20,599
+101% +$115K 0.05% 851
2023
Q3
$109K Buy
+20,456
New +$109K 0.02% 1174