Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Buy
28,205
+13,717
+95% +$85K ﹤0.01% 5055
2025
Q1
$103K Buy
+14,488
New +$103K ﹤0.01% 5140
2024
Q3
Sell
-253,421
Closed -$2.03M 6862
2024
Q2
$2.03M Sell
253,421
-404,240
-61% -$3.23M ﹤0.01% 2420
2024
Q1
$7M Buy
+657,661
New +$7M ﹤0.01% 1522