Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-42,134
Closed -$187K 1475
2024
Q4
$187K Sell
42,134
-156,217
-79% -$692K 0.01% 1133
2024
Q3
$867K Sell
198,351
-414,831
-68% -$1.81M ﹤0.01% 731
2024
Q2
$2.32M Buy
613,182
+572,268
+1,399% +$2.16M ﹤0.01% 354
2024
Q1
$145K Sell
40,914
-1,176,449
-97% -$4.16M ﹤0.01% 1239
2023
Q4
$4.16M Buy
1,217,363
+1,117,115
+1,114% +$3.82M 0.01% 212
2023
Q3
$375K Sell
100,248
-36,471
-27% -$136K ﹤0.01% 899
2023
Q2
$569K Buy
+136,719
New +$569K 0.02% 611