Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,748
Closed -$280K 1271
2025
Q1
$280K Sell
1,748
-88
-5% -$14.1K 0.01% 983
2024
Q4
$320K Sell
1,836
-1,513
-45% -$263K 0.02% 846
2024
Q3
$758K Buy
3,349
+2,305
+221% +$522K ﹤0.01% 811
2024
Q2
$234K Sell
1,044
-1,005
-49% -$225K ﹤0.01% 1301
2024
Q1
$524K Buy
+2,049
New +$524K ﹤0.01% 787
2023
Q4
Sell
-1,384
Closed -$279K 1622
2023
Q3
$279K Buy
+1,384
New +$279K ﹤0.01% 1033