Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-47,773
Closed -$29.9K 50
2025
Q1
$29.9K Sell
47,773
-604,095
-93% -$378K 0.05% 51
2024
Q4
$997K Sell
651,868
-44,205
-6% -$67.6K 0.98% 25
2024
Q3
$1.24M Hold
696,073
1.57% 14
2024
Q2
$1.06M Buy
+696,073
New +$1.06M 1.41% 17