Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,659
Closed -$324K 1344
2024
Q4
$324K Sell
6,659
-17,256
-72% -$839K 0.02% 838
2024
Q3
$1.58M Buy
23,915
+9,106
+61% +$600K ﹤0.01% 472
2024
Q2
$852K Buy
14,809
+2,068
+16% +$119K ﹤0.01% 705
2024
Q1
$812K Buy
12,741
+2,047
+19% +$130K ﹤0.01% 598
2023
Q4
$674K Buy
10,694
+3,941
+58% +$248K ﹤0.01% 784
2023
Q3
$452K Buy
6,753
+3,171
+89% +$212K ﹤0.01% 825
2023
Q2
$374K Buy
+3,582
New +$374K 0.01% 779