Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,472
Closed -$271K 1509
2024
Q4
$271K Sell
1,472
-3,219
-69% -$592K 0.01% 944
2024
Q3
$847K Sell
4,691
-2,423
-34% -$438K ﹤0.01% 751
2024
Q2
$1.29M Buy
7,114
+4,209
+145% +$765K ﹤0.01% 538
2024
Q1
$549K Sell
2,905
-10,768
-79% -$2.03M ﹤0.01% 773
2023
Q4
$2.39M Buy
13,673
+10,077
+280% +$1.76M ﹤0.01% 346
2023
Q3
$509K Buy
+3,596
New +$509K ﹤0.01% 772