Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-630
Closed -$67.3K 1149
2025
Q1
$67.3K Sell
630
-29,493
-98% -$3.15M ﹤0.01% 242
2024
Q4
$3.72M Sell
30,123
-64,131
-68% -$7.91M ﹤0.01% 65
2024
Q3
$13.5M Buy
94,254
+62,807
+200% +$8.98M 0.01% 39
2024
Q2
$5.15M Buy
31,447
+30,543
+3,379% +$5M ﹤0.01% 67
2024
Q1
$113K Buy
904
+787
+673% +$98.4K ﹤0.01% 179
2023
Q4
$8.79K Sell
117
-2,800
-96% -$210K ﹤0.01% 169
2023
Q3
$156K Buy
+2,917
New +$156K ﹤0.01% 151