Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,000
Closed -$452K 76
2024
Q4
$452K Buy
12,000
+5,000
+71% +$188K 1% 28
2024
Q3
$284K Buy
+7,000
New +$284K 0.61% 46
2024
Q1
Sell
-3,538
Closed -$127K 230
2023
Q4
$127K Buy
3,538
+3,155
+824% +$113K 0.26% 56
2023
Q3
$14.5K Sell
383
-47
-11% -$1.78K 0.01% 350
2023
Q2
$17.5K Buy
+430
New +$17.5K 0.01% 348