Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,370
Closed -$166K 653
2025
Q1
$166K Sell
21,370
-21,183
-50% -$164K 0.02% 408
2024
Q4
$301K Sell
42,553
-18,831
-31% -$133K 0.04% 377
2024
Q3
$461K Sell
61,384
-66,110
-52% -$496K 0.05% 323
2024
Q2
$984K Buy
127,494
+114,196
+859% +$882K 0.1% 251
2024
Q1
$119K Buy
13,298
+2,354
+22% +$21K 0.01% 512
2023
Q4
$113K Buy
+10,944
New +$113K 0.02% 417
2022
Q2
Sell
-5,178
Closed -$262K 268
2022
Q1
$262K Buy
+5,178
New +$262K 0.12% 150