Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,200
Closed -$8.04K 24
2025
Q1
$8.04K Sell
10,200
-10,000
-50% -$7.88K ﹤0.01% 26
2024
Q4
$30.1K Sell
20,200
-15,017
-43% -$22.4K 0.01% 26
2024
Q3
$74.3K Sell
35,217
-23,558
-40% -$49.7K 0.04% 31
2024
Q2
$139K Sell
58,775
-32,335
-35% -$76.5K 0.08% 33
2024
Q1
$203K Sell
91,110
-613,746
-87% -$1.37M 0.12% 34
2023
Q4
$2.05M Buy
+704,856
New +$2.05M 1.39% 17