Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,228
Closed -$90.5K 1669
2024
Q4
$90.5K Buy
+4,228
New +$90.5K 0.01% 1224
2024
Q2
Sell
-19,912
Closed -$211K 1689
2024
Q1
$211K Buy
19,912
+9,489
+91% +$100K 0.04% 568
2023
Q4
$125K Sell
10,423
-1,049
-9% -$12.6K 0.02% 850
2023
Q3
$80.3K Buy
11,472
+1,527
+15% +$10.7K 0.02% 1013
2023
Q2
$84.5K Buy
9,945
+7,518
+310% +$63.9K 0.02% 926
2023
Q1
$22.2K Buy
+2,427
New +$22.2K 0.01% 1403
2022
Q4
Sell
-2,132
Closed -$36K 1589
2022
Q3
$36K Buy
+2,132
New +$36K 0.02% 1130