Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
6,495
-1,647
-20% -$87.4K ﹤0.01% 1454
2025
Q1
$392K Buy
8,142
+696
+9% +$33.5K 0.01% 1315
2024
Q4
$390K Buy
+7,446
New +$390K 0.01% 1265
2022
Q3
Sell
-96,157
Closed -$4.12M 324
2022
Q2
$4.12M Buy
+96,157
New +$4.12M 0.53% 56