Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,720
Closed -$548K 1478
2024
Q4
$548K Sell
4,720
-6,820
-59% -$792K 0.03% 570
2024
Q3
$1.43M Sell
11,540
-11,072
-49% -$1.37M ﹤0.01% 517
2024
Q2
$2.91M Sell
22,612
-7,026
-24% -$905K 0.01% 295
2024
Q1
$3.11M Buy
29,638
+26,401
+816% +$2.77M 0.01% 248
2023
Q4
$285K Buy
+3,237
New +$285K ﹤0.01% 1161
2023
Q3
Hold
0
1740