Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,000
Closed -$16.7K 384
2025
Q1
$16.7K Sell
12,000
-141,725
-92% -$197K ﹤0.01% 346
2024
Q4
$283K Buy
153,725
+60,000
+64% +$110K 0.06% 305
2024
Q3
$153K Buy
+93,725
New +$153K 0.03% 337