Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
113
2024
Q4
Hold
0
91
2024
Q3
Hold
0
109
2024
Q2
Sell
-10,236
Closed -$309K 122
2024
Q1
$309K Sell
10,236
-3,001
-23% -$90.7K 0.01% 69
2023
Q4
$398K Sell
13,237
-49,611
-79% -$1.49M 0.01% 98
2023
Q3
$1.62M Buy
62,848
+38,872
+162% +$999K 0.04% 70
2023
Q2
$736K Buy
+23,976
New +$736K 0.02% 78