Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,357
Closed -$223K 1259
2024
Q4
$223K Sell
10,357
-15,765
-60% -$339K ﹤0.01% 812
2024
Q3
$522K Buy
+26,122
New +$522K 0.01% 514
2024
Q2
Sell
-22,657
Closed -$349K 1304
2024
Q1
$349K Buy
+22,657
New +$349K 0.01% 860
2023
Q2
Sell
-26,724
Closed -$652K 1085
2023
Q1
$652K Buy
26,724
+6,206
+30% +$151K 0.02% 509
2022
Q4
$509K Buy
+20,518
New +$509K 0.02% 505