Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,377
Closed -$395K 222
2024
Q4
$395K Sell
6,377
-7,131
-53% -$442K 0.01% 220
2024
Q3
$880K Buy
+13,508
New +$880K 0.02% 157
2024
Q2
Sell
-63,627
Closed -$3.36M 199
2024
Q1
$3.36M Sell
63,627
-19,242
-23% -$1.02M 0.08% 132
2023
Q4
$3.61M Buy
+82,869
New +$3.61M 0.1% 123