Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,653
Closed -$1.03M 1623
2024
Q4
$1.03M Buy
30,653
+21,472
+234% +$721K 0.02% 346
2024
Q3
$290K Buy
+9,181
New +$290K 0.01% 1101
2023
Q4
Sell
-4,933
Closed -$157K 1521
2023
Q3
$157K Sell
4,933
-8,449
-63% -$269K ﹤0.01% 981
2023
Q2
$403K Buy
+13,382
New +$403K 0.01% 593
2021
Q3
Sell
-9,612
Closed -$576K 1140
2021
Q2
$576K Buy
+9,612
New +$576K 0.01% 489