Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,675
Closed -$233K 1628
2024
Q4
$233K Sell
19,675
-208,195
-91% -$2.46M 0.01% 1024
2024
Q3
$2.78M Buy
227,870
+594
+0.3% +$7.24K 0.01% 315
2024
Q2
$1.67M Sell
227,276
-60,281
-21% -$442K ﹤0.01% 456
2024
Q1
$2.21M Sell
287,557
-24,808
-8% -$191K ﹤0.01% 325
2023
Q4
$4.56M Buy
312,365
+270,997
+655% +$3.95M 0.01% 193
2023
Q3
$760K Buy
+41,368
New +$760K ﹤0.01% 609