Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25,262
Closed -$160K 1798
2024
Q4
$160K Sell
25,262
-13,808
-35% -$87.4K ﹤0.01% 1089
2024
Q3
$222K Sell
39,070
-829
-2% -$4.71K ﹤0.01% 1246
2024
Q2
$165K Buy
39,899
+16,069
+67% +$66.4K ﹤0.01% 1290
2024
Q1
$117K Sell
23,830
-38,215
-62% -$188K ﹤0.01% 1226
2023
Q4
$349K Buy
62,045
+51,137
+469% +$287K 0.01% 726
2023
Q3
$37.6K Buy
+10,908
New +$37.6K ﹤0.01% 1133