Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,951
Closed -$208K 1180
2025
Q1
$208K Sell
1,951
-17,587
-90% -$1.88M 0.01% 1098
2024
Q4
$2.41M Buy
19,538
+15,179
+348% +$1.87M 0.05% 138
2024
Q3
$623K Buy
+4,359
New +$623K 0.01% 686
2024
Q2
Sell
-12,044
Closed -$1.51M 1554
2024
Q1
$1.51M Buy
12,044
+2,643
+28% +$330K 0.04% 268
2023
Q4
$706K Buy
+9,401
New +$706K 0.02% 454
2023
Q3
Hold
0
1216