Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,272
Closed -$165K 1476
2024
Q4
$165K Sell
11,272
-3,023
-21% -$44.1K 0.01% 1142
2024
Q3
$228K Buy
14,295
+4,237
+42% +$67.7K ﹤0.01% 1473
2024
Q2
$191K Buy
+10,058
New +$191K ﹤0.01% 1389
2024
Q1
Sell
-40,283
Closed -$817K 1852
2023
Q4
$817K Sell
40,283
-647
-2% -$13.1K ﹤0.01% 689
2023
Q3
$855K Sell
40,930
-61,342
-60% -$1.28M ﹤0.01% 567
2023
Q2
$1.64M Buy
+102,272
New +$1.64M 0.05% 304