Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,584
Closed -$352K 1430
2024
Q4
$352K Sell
14,584
-16,241
-53% -$392K 0.02% 786
2024
Q3
$693K Buy
30,825
+12,767
+71% +$287K ﹤0.01% 864
2024
Q2
$383K Buy
+18,058
New +$383K ﹤0.01% 1086
2024
Q1
Sell
-91,913
Closed -$1.7M 1763
2023
Q4
$1.7M Buy
91,913
+4,596
+5% +$84.8K ﹤0.01% 433
2023
Q3
$1.3M Sell
87,317
-49,954
-36% -$746K ﹤0.01% 433
2023
Q2
$2.81M Buy
+137,271
New +$2.81M 0.09% 208