Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,702
Closed -$58.5K 1952
2025
Q1
$58.5K Sell
7,702
-4,445
-37% -$33.7K 0.01% 1384
2024
Q4
$98.4K Sell
12,147
-24,932
-67% -$202K 0.01% 1193
2024
Q3
$341K Buy
+37,079
New +$341K 0.05% 352