Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,369
Closed -$86.9K 1447
2024
Q4
$86.9K Sell
16,369
-136,660
-89% -$726K ﹤0.01% 1174
2024
Q3
$1.09M Buy
153,029
+90,726
+146% +$644K ﹤0.01% 640
2024
Q2
$68.5K Buy
62,303
+48,909
+365% +$53.8K ﹤0.01% 1453
2024
Q1
$20.9K Sell
13,394
-7,414
-36% -$11.6K ﹤0.01% 1325
2023
Q4
$38.1K Sell
20,808
-98,230
-83% -$180K ﹤0.01% 1436
2023
Q3
$169K Sell
119,038
-114,736
-49% -$163K ﹤0.01% 1188
2023
Q2
$528K Buy
+233,774
New +$528K 0.02% 636