Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
20,290
+13,842
+215% +$273K 0.01% 772
2025
Q1
$125K Buy
+6,448
New +$125K ﹤0.01% 1039
2024
Q4
Sell
-29,260
Closed -$557K 1238
2024
Q3
$557K Hold
29,260
0.02% 659
2024
Q2
$476K Hold
29,260
0.02% 679
2024
Q1
$580K Buy
+29,260
New +$580K 0.02% 605