Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,500
Closed -$88.7K 153
2025
Q1
$88.7K Sell
22,500
-27,500
-55% -$108K 0.01% 121
2024
Q4
$183K Sell
50,000
-112,417
-69% -$411K 0.02% 113
2024
Q3
$536K Hold
162,417
0.06% 79
2024
Q2
$573K Buy
+162,417
New +$573K 0.07% 84