Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,201
Closed -$356K 2051
2025
Q1
$356K Sell
6,201
-19,581
-76% -$1.12M ﹤0.01% 1200
2024
Q4
$1.28M Buy
25,782
+6,183
+32% +$306K ﹤0.01% 857
2024
Q3
$886K Buy
19,599
+14,106
+257% +$637K ﹤0.01% 1095
2024
Q2
$239K Buy
5,493
+4,920
+859% +$214K ﹤0.01% 1787
2024
Q1
$22.6K Buy
+573
New +$22.6K ﹤0.01% 2241
2023
Q4
Hold
0
2525
2023
Q3
Hold
0
2572
2023
Q2
Hold
0
2412
2023
Q1
Hold
0
2401
2022
Q4
Hold
0
2342