Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,200
Closed -$2.79M 250
2024
Q4
$2.79M Sell
14,200
-14,003
-50% -$2.75M 0.24% 88
2024
Q3
$6.54M Buy
28,203
+3,144
+13% +$729K 0.68% 47
2024
Q2
$5.3M Buy
25,059
+22,019
+724% +$4.66M 0.66% 46
2024
Q1
$769K Sell
3,040
-6,960
-70% -$1.76M 0.32% 77
2023
Q4
$2.33M Hold
10,000
1% 43
2023
Q3
$1.94M Buy
+10,000
New +$1.94M 0.94% 45
2022
Q3
Sell
-16,463
Closed -$3.57M 149
2022
Q2
$3.57M Buy
+16,463
New +$3.57M 0.52% 49