Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,456
Closed -$222K 3667
2025
Q1
$222K Sell
6,456
-11,680
-64% -$402K ﹤0.01% 2915
2024
Q4
$1.12M Buy
18,136
+582
+3% +$36K ﹤0.01% 1565
2024
Q3
$802K Buy
17,554
+4,406
+34% +$201K ﹤0.01% 1775
2024
Q2
$393K Sell
13,148
-24
-0.2% -$717 ﹤0.01% 2239
2024
Q1
$362K Sell
13,172
-366
-3% -$10.1K ﹤0.01% 2290
2023
Q4
$297K Sell
13,538
-10
-0.1% -$219 ﹤0.01% 2368
2023
Q3
$349K Sell
13,548
-160
-1% -$4.12K ﹤0.01% 2023
2023
Q2
$349K Sell
13,708
-5,698
-29% -$145K ﹤0.01% 2005
2023
Q1
$471K Sell
19,406
-1,965
-9% -$47.7K ﹤0.01% 1742
2022
Q4
$613K Buy
+21,371
New +$613K ﹤0.01% 1527