Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,101
Closed -$200K 182
2024
Q4
$200K Sell
4,101
-259,565
-98% -$12.7M 0.07% 157
2024
Q3
$4.25K Buy
263,666
+259,022
+5,578% +$4.17K ﹤0.01% 336
2024
Q2
$265K Buy
4,644
+63
+1% +$3.59K 0.09% 146
2024
Q1
$264K Sell
4,581
-776
-14% -$44.8K 0.1% 148
2023
Q4
$366K Sell
5,357
-132
-2% -$9.02K 0.14% 135
2023
Q3
$312K Buy
+5,489
New +$312K 0.13% 139
2023
Q1
$332K Sell
5,230
-261
-5% -$16.6K 0.13% 137
2022
Q4
$341K Buy
+5,491
New +$341K 0.14% 132