Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,430
Closed -$243K 1347
2024
Q4
$243K Sell
3,430
-20,889
-86% -$1.48M 0.01% 1040
2024
Q3
$1.51M Sell
24,319
-1,411
-5% -$87.4K 0.04% 652
2024
Q2
$1.16M Sell
25,730
-1,228
-5% -$55.3K 0.04% 645
2024
Q1
$1.29M Buy
26,958
+17,648
+190% +$844K 0.05% 553
2023
Q4
$528K Hold
9,310
0.02% 810
2023
Q3
$417K Buy
+9,310
New +$417K 0.02% 801