Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-101,974
Closed -$431K 3120
2025
Q1
$431K Buy
101,974
+86,279
+550% +$365K 0.02% 1132
2024
Q4
$71.6K Sell
15,695
-25,590
-62% -$117K 0.01% 1825
2024
Q3
$279K Buy
41,285
+26,785
+185% +$181K 0.02% 1231
2024
Q2
$110K Buy
+14,500
New +$110K 0.01% 1397
2024
Q1
Sell
-13,225
Closed -$131K 2299
2023
Q4
$131K Buy
+13,225
New +$131K 0.03% 1069