Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,082
Closed -$203K 1995
2025
Q1
$203K Sell
4,082
-12,727
-76% -$632K 0.02% 988
2024
Q4
$1.17M Buy
16,809
+12,834
+323% +$897K 0.16% 195
2024
Q3
$417K Buy
3,975
+1,346
+51% +$141K 0.04% 741
2024
Q2
$374K Buy
2,629
+2,516
+2,227% +$358K 0.05% 562
2024
Q1
$12.6K Sell
113
-1,390
-92% -$155K ﹤0.01% 1065
2023
Q4
$195K Buy
+1,503
New +$195K 0.04% 623