Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,680
Closed -$211K 1441
2024
Q4
$211K Sell
5,680
-1,870
-25% -$69.6K ﹤0.01% 1396
2024
Q3
$296K Sell
7,550
-21,372
-74% -$837K ﹤0.01% 1214
2024
Q2
$1.15M Buy
28,922
+4,605
+19% +$183K 0.02% 481
2024
Q1
$822K Buy
24,317
+98
+0.4% +$3.31K 0.02% 315
2023
Q4
$823K Buy
+24,219
New +$823K 0.02% 299