Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-53,391
Closed -$1.43M 1278
2024
Q4
$1.43M Sell
53,391
-66,679
-56% -$1.78M 0.04% 446
2024
Q3
$3.09M Buy
120,070
+91,841
+325% +$2.36M 0.07% 314
2024
Q2
$934K Buy
28,229
+16,159
+134% +$535K 0.02% 634
2024
Q1
$402K Buy
+12,070
New +$402K 0.01% 948
2021
Q1
Sell
-10,000
Closed -$382K 1347
2020
Q4
$382K Buy
+10,000
New +$382K 0.01% 715