Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-41,876
Closed -$111K 1360
2025
Q1
$111K Sell
41,876
-425,602
-91% -$1.13M ﹤0.01% 1200
2024
Q4
$1.89M Buy
467,478
+420,259
+890% +$1.7M 0.04% 231
2024
Q3
$195K Buy
+47,219
New +$195K ﹤0.01% 1305
2024
Q2
Sell
-62,445
Closed -$157K 1672
2024
Q1
$157K Buy
+62,445
New +$157K ﹤0.01% 1183
2023
Q4
Sell
-31,980
Closed -$108K 1370
2023
Q3
$108K Buy
+31,980
New +$108K ﹤0.01% 1044
2023
Q1
Sell
-35,576
Closed -$159K 1172
2022
Q4
$159K Buy
+35,576
New +$159K ﹤0.01% 739
2022
Q3
Hold
0
1068
2022
Q2
Hold
0
1289