Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,781
Closed -$645K 1141
2024
Q4
$645K Sell
19,781
-8,564
-30% -$279K 0.03% 288
2024
Q3
$1.02M Buy
28,345
+27,276
+2,552% +$978K 0.05% 192
2024
Q2
$37.4K Buy
1,069
+433
+68% +$15.2K ﹤0.01% 757
2024
Q1
$19.2K Buy
636
+455
+251% +$13.8K ﹤0.01% 753
2023
Q4
$5.45K Buy
181
+16
+10% +$482 ﹤0.01% 1014
2023
Q3
$4.24K Buy
165
+140
+560% +$3.6K ﹤0.01% 1019
2023
Q2
$768 Sell
25
-354
-93% -$10.9K ﹤0.01% 1040
2023
Q1
$11.1K Buy
+379
New +$11.1K ﹤0.01% 696