Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,070
Closed -$124K 981
2024
Q4
$124K Sell
15,070
-139,169
-90% -$1.15M ﹤0.01% 574
2024
Q3
$1.15M Buy
154,239
+19,847
+15% +$148K 0.02% 487
2024
Q2
$1.16M Buy
+134,392
New +$1.16M 0.02% 389
2023
Q2
Sell
-77,087
Closed -$681K 869
2023
Q1
$681K Buy
+77,087
New +$681K 0.01% 487
2022
Q3
Sell
-28,714
Closed -$293K 818
2022
Q2
$293K Buy
+28,714
New +$293K 0.01% 450