Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
145
2024
Q4
Hold
0
115
2024
Q3
Sell
-3,721
Closed -$910K 128
2024
Q2
$910K Buy
3,721
+2,656
+249% +$649K 0.03% 54
2024
Q1
$371K Sell
1,065
-2,099
-66% -$731K 0.01% 60
2023
Q4
$922K Sell
3,164
-8,068
-72% -$2.35M 0.02% 55
2023
Q3
$2.97M Buy
11,232
+9,467
+536% +$2.5M 0.07% 43
2023
Q2
$582K Buy
+1,765
New +$582K 0.02% 96