Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-696
Closed -$220K 1220
2025
Q1
$220K Sell
696
-431
-38% -$136K 0.01% 1109
2024
Q4
$380K Sell
1,127
-1,052
-48% -$355K 0.02% 741
2024
Q3
$694K Sell
2,179
-696
-24% -$222K ﹤0.01% 863
2024
Q2
$924K Sell
2,875
-1,660
-37% -$534K ﹤0.01% 659
2024
Q1
$1.57M Sell
4,535
-14,360
-76% -$4.99M ﹤0.01% 409
2023
Q4
$6.86M Buy
18,895
+17,703
+1,485% +$6.42M 0.01% 129
2023
Q3
$355K Buy
1,192
+330
+38% +$98.2K ﹤0.01% 922
2023
Q2
$285K Buy
+862
New +$285K 0.01% 916