Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-42,350
Closed -$278K 1814
2024
Q4
$278K Buy
+42,350
New +$278K 0.01% 1339
2024
Q1
Sell
-104,881
Closed -$409K 2100
2023
Q4
$409K Buy
104,881
+53,381
+104% +$208K 0.01% 1169
2023
Q3
$217K Buy
51,500
+19,881
+63% +$83.7K 0.01% 1468
2023
Q2
$146K Buy
+31,619
New +$146K 0.01% 1587
2021
Q2
Sell
-202,100
Closed -$1.59M 1254
2021
Q1
$1.59M Buy
+202,100
New +$1.59M 0.15% 151