Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,594
Closed -$150K 1757
2024
Q4
$150K Sell
11,594
-4,770
-29% -$61.5K 0.02% 1005
2024
Q3
$209K Buy
16,364
+10,391
+174% +$132K 0.03% 678
2024
Q2
$84.2K Buy
+5,973
New +$84.2K 0.01% 1127
2021
Q2
Sell
-662
Closed -$42K 1200
2021
Q1
$42K Buy
+662
New +$42K 0.07% 244