Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,142
Closed -$1.46M 622
2024
Q4
$1.46M Buy
20,142
+15,198
+307% +$1.1M 0.01% 453
2024
Q3
$303K Sell
4,944
-203
-4% -$12.4K ﹤0.01% 521
2024
Q2
$255K Sell
5,147
-147
-3% -$7.29K ﹤0.01% 529
2024
Q1
$351K Buy
+5,294
New +$351K ﹤0.01% 539
2023
Q4
Sell
-636
Closed -$43.2K 687
2023
Q3
$43.2K Sell
636
-2,010
-76% -$136K ﹤0.01% 554
2023
Q2
$177K Sell
2,646
-3,032
-53% -$203K ﹤0.01% 483
2023
Q1
$416K Buy
+5,678
New +$416K ﹤0.01% 481
2022
Q1
Sell
-5,656
Closed -$591K 618
2021
Q4
$591K Sell
5,656
-5,797
-51% -$606K 0.01% 590
2021
Q3
$1.29M Buy
+11,453
New +$1.29M 0.02% 463