Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,101
Closed -$780K 46
2025
Q1
$780K Buy
4,101
+1,037
+34% +$197K 0.22% 27
2024
Q4
$672K Buy
3,064
+2,703
+749% +$593K 0.32% 24
2024
Q3
$67.3K Buy
+361
New +$67.3K 0.02% 37
2024
Q2
Hold
0
31
2024
Q1
Hold
0
37
2023
Q4
Hold
0
28
2023
Q3
Hold
0
53