Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-152,054
Closed -$1.8M 971
2024
Q4
$1.8M Buy
152,054
+118,087
+348% +$1.4M 0.04% 232
2024
Q3
$609K Sell
33,967
-2,311
-6% -$41.5K 0.01% 320
2024
Q2
$638K Buy
+36,278
New +$638K 0.01% 313
2021
Q4
Sell
-18,963
Closed -$762K 1571
2021
Q3
$762K Buy
18,963
+11,031
+139% +$443K 0.01% 794
2021
Q2
$345 Buy
+7,932
New +$345 ﹤0.01% 988