Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,439
Closed -$631K 384
2024
Q4
$631K Sell
16,439
-1,706
-9% -$65.5K 0.01% 245
2024
Q3
$608K Buy
18,145
+3,485
+24% +$117K 0.01% 237
2024
Q2
$430K Buy
14,660
+4,660
+47% +$137K 0.01% 260
2024
Q1
$285K Buy
+10,000
New +$285K ﹤0.01% 334
2021
Q3
Sell
-15,287
Closed -$208K 413
2021
Q2
$208K Sell
15,287
-550,071
-97% -$7.48M ﹤0.01% 285
2021
Q1
$7.64M Buy
565,358
+98,917
+21% +$1.34M 0.17% 117
2020
Q4
$6.29M Buy
+466,441
New +$6.29M 0.17% 123