Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
+76,669
New +$101K ﹤0.01% 1883
2024
Q4
Sell
-84,987
Closed -$139K 2500
2024
Q3
$139K Sell
84,987
-48,687
-36% -$79.4K 0.01% 1540
2024
Q2
$74.5K Buy
133,674
+51,057
+62% +$28.4K 0.01% 1456
2024
Q1
$63.5K Buy
+82,617
New +$63.5K 0.01% 1434
2022
Q4
Sell
-131,341
Closed -$299K 1264
2022
Q3
$299K Buy
131,341
+54,425
+71% +$124K 0.07% 506
2022
Q2
$181K Buy
+76,916
New +$181K 0.07% 492