Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,003
Closed -$216K 3344
2025
Q1
$216K Sell
28,003
-32,338
-54% -$249K ﹤0.01% 1749
2024
Q4
$619K Buy
+60,341
New +$619K ﹤0.01% 1167
2024
Q3
Sell
-216,658
Closed -$1.78M 3036
2024
Q2
$1.78M Buy
216,658
+146,301
+208% +$1.2M 0.01% 739
2024
Q1
$848K Sell
70,357
-104,829
-60% -$1.26M 0.01% 922
2023
Q4
$1.93M Buy
+175,186
New +$1.93M 0.01% 623