Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
124
2025
Q1
Sell
-58,202
Closed -$1.64M 169
2024
Q4
$1.64M Buy
58,202
+45,305
+351% +$1.28M 0.06% 24
2024
Q3
$323K Buy
+12,897
New +$323K 0.01% 69