Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,188
Closed -$129K 1613
2024
Q4
$129K Sell
10,188
-537
-5% -$6.83K ﹤0.01% 1390
2024
Q3
$137K Sell
10,725
-58,267
-84% -$746K ﹤0.01% 1357
2024
Q2
$875K Sell
68,992
-11,550
-14% -$146K 0.02% 639
2024
Q1
$1.83M Buy
80,542
+16,915
+27% +$383K 0.04% 394
2023
Q4
$1.58M Buy
63,627
+8,428
+15% +$209K 0.04% 437
2023
Q3
$944K Buy
+55,199
New +$944K 0.03% 532