Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,131
Closed -$290K 189
2024
Q4
$290K Hold
3,131
0.01% 148
2024
Q3
$290K Sell
3,131
-252
-7% -$23.4K 0.01% 137
2024
Q2
$254K Sell
3,383
-47,738
-93% -$3.58M 0.01% 144
2024
Q1
$4.41M Sell
51,121
-2,333
-4% -$201K 0.11% 78
2023
Q4
$3.7M Buy
53,454
+168
+0.3% +$11.6K 0.11% 93
2023
Q3
$2.92M Buy
+53,286
New +$2.92M 0.1% 97