Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,448
Closed -$155K 974
2024
Q4
$155K Sell
17,448
-18,614
-52% -$165K ﹤0.01% 968
2024
Q3
$421K Buy
36,062
+432
+1% +$5.05K 0.01% 648
2024
Q2
$398K Sell
35,630
-4,599
-11% -$51.4K 0.01% 676
2024
Q1
$490K Sell
40,229
-39,871
-50% -$486K 0.01% 619
2023
Q4
$1.27M Sell
80,100
-35,130
-30% -$557K 0.04% 352
2023
Q3
$1.54M Buy
+115,230
New +$1.54M 0.05% 303
2023
Q2
Sell
-108,761
Closed -$1.72M 984
2023
Q1
$1.72M Buy
+108,761
New +$1.72M 0.06% 285