Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Sell
584
-533
-48% -$138K ﹤0.01% 317
2025
Q1
$250K Sell
1,117
-513
-31% -$115K 0.01% 300
2024
Q4
$373K Buy
+1,630
New +$373K 0.01% 284
2024
Q3
Sell
-1,630
Closed -$312K 450
2024
Q2
$312K Sell
1,630
-5,870
-78% -$1.12M 0.01% 299
2024
Q1
$1.49M Buy
+7,500
New +$1.49M 0.05% 194