Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-52,055
Closed -$416K 4490
2025
Q1
$416K Sell
52,055
-4,115
-7% -$32.9K ﹤0.01% 3360
2024
Q4
$557K Sell
56,170
-135,183
-71% -$1.34M ﹤0.01% 3219
2024
Q3
$1.7M Sell
191,353
-43,620
-19% -$387K ﹤0.01% 2651
2024
Q2
$2.82M Buy
+234,973
New +$2.82M ﹤0.01% 2268