Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-24,173
Closed -$470K 2014
2024
Q4
$470K Buy
24,173
+18,282
+310% +$356K 0.01% 1099
2024
Q3
$201K Sell
5,891
-71,670
-92% -$2.45M ﹤0.01% 1464
2024
Q2
$3.01M Buy
77,561
+28,472
+58% +$1.1M 0.06% 408
2024
Q1
$1.72M Buy
+49,089
New +$1.72M 0.05% 522