Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,264
Closed -$54.5K 2552
2024
Q4
$54.5K Sell
15,264
-1,077
-7% -$3.85K ﹤0.01% 2378
2024
Q3
$58.3K Sell
16,341
-1,007,296
-98% -$3.6M ﹤0.01% 2476
2024
Q2
$5.62M Sell
1,023,637
-861,270
-46% -$4.73M 0.01% 571
2024
Q1
$12.7M Buy
+1,884,907
New +$12.7M 0.03% 396
2018
Q2
Sell
-22,622
Closed -$209K 565
2018
Q1
$209K Hold
22,622
0.02% 497
2017
Q4
$166K Sell
22,622
-19
-0.1% -$139 0.01% 541
2017
Q3
$197K Buy
+22,641
New +$197K 0.01% 545
2017
Q2
Sell
-22,622
Closed -$192K 406
2017
Q1
$192K Buy
+22,622
New +$192K 0.02% 418