Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-29,291
Closed -$201K 4502
2024
Q4
$201K Sell
29,291
-73,178
-71% -$502K ﹤0.01% 3664
2024
Q3
$708K Sell
102,469
-255,010
-71% -$1.76M ﹤0.01% 3111
2024
Q2
$2.86M Sell
357,479
-260,230
-42% -$2.08M ﹤0.01% 2261
2024
Q1
$6.58M Buy
+617,709
New +$6.58M ﹤0.01% 1784