Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,275
Closed -$92.7K 3311
2025
Q1
$92.7K Sell
22,275
-84,859
-79% -$353K ﹤0.01% 1885
2024
Q4
$597K Sell
107,134
-51,449
-32% -$287K 0.05% 613
2024
Q3
$1.14M Buy
158,583
+136,727
+626% +$979K 0.08% 367
2024
Q2
$183K Buy
+21,856
New +$183K 0.02% 1272