Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-50,228
Closed -$213K 511
2024
Q4
$213K Sell
50,228
-46,698
-48% -$198K 0.06% 349
2024
Q3
$322K Sell
96,926
-83,724
-46% -$278K 0.09% 266
2024
Q2
$558K Sell
180,650
-170,472
-49% -$527K 0.2% 164
2024
Q1
$1.42M Buy
+351,122
New +$1.42M 0.61% 47