Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-115,354
Closed -$350K 2160
2025
Q1
$350K Buy
115,354
+30,957
+37% +$93.9K 0.03% 1041
2024
Q4
$151K Buy
84,397
+73,051
+644% +$131K 0.01% 1465
2024
Q3
$19K Sell
11,346
-30,539
-73% -$51.1K ﹤0.01% 1534
2024
Q2
$72K Buy
+41,885
New +$72K 0.01% 1550
2021
Q4
Sell
-14,551
Closed -$132K 1810
2021
Q3
$132K Buy
+14,551
New +$132K 0.01% 1299