Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,141
Closed -$216K 1614
2024
Q4
$216K Sell
1,141
-1,577
-58% -$299K 0.01% 1074
2024
Q3
$494K Sell
2,718
-2,520
-48% -$458K ﹤0.01% 1047
2024
Q2
$828K Sell
5,238
-1,493
-22% -$236K ﹤0.01% 719
2024
Q1
$981K Sell
6,731
-1,301
-16% -$190K ﹤0.01% 536
2023
Q4
$1.02M Buy
8,032
+5,514
+219% +$700K ﹤0.01% 597
2023
Q3
$268K Sell
2,518
-7,477
-75% -$795K ﹤0.01% 1054
2023
Q2
$1.1M Buy
+9,995
New +$1.1M 0.03% 407