Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-21,707
Closed -$150K 1893
2024
Q4
$150K Buy
21,707
+8,839
+69% +$60.9K 0.02% 298
2024
Q3
$94.8K Buy
12,868
+11,670
+974% +$86K 0.02% 429
2024
Q2
$12.6K Buy
+1,198
New +$12.6K ﹤0.01% 1229
2024
Q1
Sell
-327
Closed -$6.35K 1799
2023
Q4
$6.35K Sell
327
-730
-69% -$14.2K ﹤0.01% 1167
2023
Q3
$22.4K Buy
1,057
+702
+198% +$14.9K 0.01% 601
2023
Q2
$11.8K Buy
+355
New +$11.8K ﹤0.01% 743