Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-37,702
Closed -$331K 423
2025
Q1
$331K Hold
37,702
0.01% 318
2024
Q4
$294K Hold
37,702
0.01% 340
2024
Q3
$298K Buy
37,702
+27,545
+271% +$218K 0.01% 320
2024
Q2
$90.6K Hold
10,157
﹤0.01% 377
2024
Q1
$118K Hold
10,157
﹤0.01% 376
2023
Q4
$105K Buy
+10,157
New +$105K ﹤0.01% 349