Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-37,060
Closed -$175K 3210
2024
Q4
$175K Buy
+37,060
New +$175K ﹤0.01% 1757
2024
Q2
Sell
-58,703
Closed -$90K 2993
2024
Q1
$90K Buy
58,703
+39,229
+201% +$60.1K ﹤0.01% 1754
2023
Q4
$55K Buy
+19,474
New +$55K ﹤0.01% 1783
2023
Q2
Sell
-15,920
Closed -$51K 3123
2023
Q1
$51K Buy
+15,920
New +$51K ﹤0.01% 1942
2021
Q1
Sell
-89,836
Closed -$3.12M 2971
2020
Q4
$3.12M Buy
+89,836
New +$3.12M 0.06% 210
2019
Q3
Sell
-25,321
Closed -$197K 1521
2019
Q2
$197K Buy
+25,321
New +$197K 0.01% 618