Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,223
Closed -$200K 83
2025
Q1
$200K Buy
2,223
+2,046
+1,156% +$184K 0.06% 51
2024
Q4
$17.6K Sell
177
-1,683
-90% -$167K 0.01% 77
2024
Q3
$211K Buy
+1,860
New +$211K 0.07% 34