Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$260K Buy
+1,047
New +$260K 0.03% 108
2024
Q4
Hold
0
192
2024
Q3
Hold
0
167
2024
Q2
Hold
0
171
2024
Q1
Hold
0
225
2023
Q4
Hold
0
266
2023
Q3
Hold
0
331
2023
Q2
Sell
-7,402
Closed -$970K 343
2023
Q1
$970K Buy
7,402
+6,602
+825% +$865K 0.05% 52
2022
Q4
$113K Buy
+800
New +$113K 0.01% 356
2022
Q2
Hold
0
570
2022
Q1
Hold
0
474
2021
Q4
Hold
0
559
2021
Q3
Hold
0
684
2021
Q2
Sell
-1,883
Closed -$240K 815
2021
Q1
$240K Buy
+1,883
New +$240K ﹤0.01% 627