Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,390
Closed -$342K 4406
2024
Q4
$342K Sell
30,390
-1,573
-5% -$17.7K ﹤0.01% 3261
2024
Q3
$255K Buy
31,963
+580
+2% +$4.63K ﹤0.01% 3366
2024
Q2
$254K Buy
31,383
+23,703
+309% +$192K ﹤0.01% 2920
2024
Q1
$113K Buy
7,680
+3,730
+94% +$54.9K ﹤0.01% 3599
2023
Q4
$70K Sell
3,950
-11,450
-74% -$203K ﹤0.01% 3785
2023
Q3
$296K Buy
+15,400
New +$296K ﹤0.01% 2828
2023
Q1
Sell
-5,410
Closed -$85K 4321
2022
Q4
$85K Sell
5,410
-1,374
-20% -$21.6K ﹤0.01% 3553
2022
Q3
$139K Buy
6,784
+6,738
+14,648% +$138K ﹤0.01% 3264
2022
Q2
$1K Buy
+46
New +$1K ﹤0.01% 4615