Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-46,336
Closed -$461K 2577
2024
Q4
$461K Sell
46,336
-87,108
-65% -$867K ﹤0.01% 1923
2024
Q3
$795K Sell
133,444
-85,061
-39% -$507K ﹤0.01% 1613
2024
Q2
$1.18M Buy
218,505
+141,393
+183% +$764K ﹤0.01% 1462
2024
Q1
$450K Buy
+77,112
New +$450K ﹤0.01% 1730
2023
Q1
Sell
-20,981
Closed -$133K 2255
2022
Q4
$133K Buy
+20,981
New +$133K ﹤0.01% 2167