Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-99,862
Closed -$546K 950
2025
Q1
$546K Buy
99,862
+86,721
+660% +$474K 0.14% 125
2024
Q4
$91.5K Sell
13,141
-32,501
-71% -$226K 0.02% 386
2024
Q3
$429K Buy
45,642
+30,377
+199% +$285K 0.08% 202
2024
Q2
$153K Buy
+15,265
New +$153K 0.03% 367