Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,653
Closed -$236K 333
2024
Q4
$236K Buy
+1,653
New +$236K 0.01% 283
2024
Q2
Sell
-5,566
Closed -$757K 294
2024
Q1
$757K Sell
5,566
-13,845
-71% -$1.88M 0.02% 223
2023
Q4
$2.32M Buy
19,411
+9,914
+104% +$1.18M 0.1% 109
2023
Q3
$930K Buy
9,497
+3,087
+48% +$302K 0.05% 173
2023
Q2
$597K Buy
+6,410
New +$597K 0.03% 225