Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-31,708
Closed -$130K 820
2025
Q1
$130K Sell
31,708
-57,262
-64% -$235K ﹤0.01% 733
2024
Q4
$475K Buy
88,970
+45,737
+106% +$244K ﹤0.01% 627
2024
Q3
$308K Buy
43,233
+31,324
+263% +$223K ﹤0.01% 716
2024
Q2
$100K Buy
+11,909
New +$100K ﹤0.01% 744