Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
7,200
-29,870
-81% -$894K 0.06% 147
2025
Q1
$1.25M Sell
37,070
-2,763
-7% -$93.4K 0.38% 72
2024
Q4
$1.18M Sell
39,833
-6,488
-14% -$192K 0.37% 73
2024
Q3
$1.45M Buy
46,321
+40,060
+640% +$1.26M 0.47% 62
2024
Q2
$226K Hold
6,261
0.08% 140
2024
Q1
$236K Hold
6,261
0.08% 128
2023
Q4
$222K Buy
+6,261
New +$222K 0.08% 129