Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,863
Closed -$151K 1258
2024
Q4
$151K Buy
2,863
+2,215
+342% +$117K 0.02% 586
2024
Q3
$36K Sell
648
-3,409
-84% -$189K ﹤0.01% 866
2024
Q2
$239K Buy
4,057
+3,196
+371% +$189K 0.03% 435
2024
Q1
$59.2K Buy
+861
New +$59.2K 0.01% 667
2023
Q2
Sell
-4,104
Closed -$457K 849
2023
Q1
$457K Buy
4,104
+3,125
+319% +$348K 0.3% 68
2022
Q4
$117K Buy
+979
New +$117K 0.09% 191