Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14
Closed -$1.5K 285
2024
Q4
$1.5K Sell
14
-2,673
-99% -$285K ﹤0.01% 267
2024
Q3
$277K Sell
2,687
-295
-10% -$30.5K 0.01% 262
2024
Q2
$263K Buy
+2,982
New +$263K 0.01% 240
2021
Q2
Sell
-77,838
Closed -$4.99M 378
2021
Q1
$4.99M Buy
+77,838
New +$4.99M 0.1% 235