Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-48,088
Closed -$1.11M 181
2024
Q4
$1.11M Sell
48,088
-1,803,937
-97% -$41.8M 0.37% 83
2024
Q3
$53.2K Buy
1,852,025
+1,798,427
+3,355% +$51.7K 0.02% 185
2024
Q2
$1.73M Buy
53,598
+196
+0.4% +$6.34K 0.62% 55
2024
Q1
$1.81M Buy
53,402
+7,193
+16% +$244K 0.65% 53
2023
Q4
$1.82M Sell
46,209
-1,728
-4% -$68K 0.69% 50
2023
Q3
$1.83M Buy
+47,937
New +$1.83M 0.76% 45
2023
Q1
$1.94M Buy
43,363
+5,120
+13% +$229K 0.78% 46
2022
Q4
$1.68M Buy
+38,243
New +$1.68M 0.68% 54