Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
76,820
+9,023
+13% +$25.5K ﹤0.01% 1589
2025
Q1
$207K Sell
67,797
-29,873
-31% -$91.1K ﹤0.01% 1404
2024
Q4
$372K Hold
97,670
﹤0.01% 1007
2024
Q3
$444K Sell
97,670
-173,095
-64% -$788K ﹤0.01% 919
2024
Q2
$1.02M Sell
270,765
-20,460
-7% -$77.3K 0.01% 579
2024
Q1
$664K Buy
+291,225
New +$664K 0.01% 658