Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
397
2025
Q1
Sell
-3,015
Closed -$303K 441
2024
Q4
$303K Buy
+3,015
New +$303K 0.01% 231
2024
Q3
Hold
0
488
2024
Q2
Hold
0
453
2024
Q1
Sell
-14,444
Closed -$1.01M 474
2023
Q4
$1.01M Buy
14,444
+9,583
+197% +$673K 0.02% 117
2023
Q3
$308K Buy
+4,861
New +$308K ﹤0.01% 228
2023
Q2
Hold
0
439
2023
Q1
Sell
-8,925
Closed -$586K 423
2022
Q4
$586K Sell
8,925
-30,304
-77% -$1.99M 0.01% 117
2022
Q3
$2.01M Buy
+39,229
New +$2.01M 0.04% 103
2022
Q2
Hold
0
506
2022
Q1
Hold
0
540
2021
Q2
Hold
0
877
2021
Q1
Hold
0
964