Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,500
Closed -$71.4K 1049
2025
Q1
$71.4K Sell
12,500
-22,497
-64% -$128K ﹤0.01% 955
2024
Q4
$208K Buy
34,997
+9,247
+36% +$55K 0.01% 885
2024
Q3
$76.5K Buy
+25,750
New +$76.5K ﹤0.01% 955