Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-29,193
Closed -$78.8K 503
2025
Q1
$78.8K Sell
29,193
-317,838
-92% -$858K 0.01% 484
2024
Q4
$1.14M Buy
347,031
+302,444
+678% +$992K 0.31% 110
2024
Q3
$158K Buy
+44,587
New +$158K 0.04% 332