Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-28,301
Closed -$1.38M 702
2024
Q4
$1.38M Buy
28,301
+7,422
+36% +$361K 0.01% 528
2024
Q3
$1.38M Buy
20,879
+270
+1% +$17.8K 0.01% 540
2024
Q2
$1.19M Buy
20,609
+4,743
+30% +$273K 0.01% 548
2024
Q1
$1.01M Buy
15,866
+13,778
+660% +$878K 0.01% 539
2023
Q4
$132K Buy
2,088
+1,188
+132% +$74.9K ﹤0.01% 619
2023
Q3
$60.3K Hold
900
﹤0.01% 679
2023
Q2
$93.9K Buy
+900
New +$93.9K ﹤0.01% 602