Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Sell
26,321
-6,278
-19% -$28K ﹤0.01% 1848
2025
Q1
$94.5K Buy
+32,599
New +$94.5K ﹤0.01% 1883
2024
Q4
Sell
-56,375
Closed -$273K 2835
2024
Q3
$273K Buy
56,375
+22,704
+67% +$110K 0.02% 1249
2024
Q2
$145K Buy
33,671
+22,660
+206% +$97.4K 0.01% 1335
2024
Q1
$28.1K Buy
+11,011
New +$28.1K ﹤0.01% 1564