Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,781
Closed -$397K 47
2024
Q4
$397K Sell
2,781
-200
-7% -$28.6K 0.09% 59
2024
Q3
$343K Buy
2,981
+733
+33% +$84.3K 0.08% 65
2024
Q2
$278K Hold
2,248
0.07% 71
2024
Q1
$278K Hold
2,248
0.07% 71
2023
Q4
$273K Buy
+2,248
New +$273K 0.07% 68
2023
Q3
Sell
-1,327
Closed -$131K 159
2023
Q2
$131K Buy
+1,327
New +$131K 0.04% 106
2022
Q4
Sell
-757
Closed -$67K 150
2022
Q3
$67K Buy
757
+446
+143% +$39.5K 0.02% 127
2022
Q2
$30K Buy
+311
New +$30K 0.01% 195