Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-63,305
Closed -$1.87M 175
2024
Q4
$1.87M Sell
63,305
-3,523
-5% -$104K 0.01% 109
2024
Q3
$2.1M Hold
66,828
0.01% 108
2024
Q2
$2.41M Buy
66,828
+2,000
+3% +$72.2K 0.01% 110
2024
Q1
$2.44M Buy
64,828
+4,000
+7% +$151K 0.01% 112
2023
Q4
$2.15M Hold
60,828
0.01% 97
2023
Q3
$2.36M Buy
60,828
+5,000
+9% +$194K 0.01% 103
2023
Q2
$1.97M Buy
55,828
+36,502
+189% +$1.29M 0.01% 105
2023
Q1
$733K Buy
+19,326
New +$733K ﹤0.01% 129