Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,119
Closed -$76.7K 1623
2024
Q4
$76.7K Buy
+12,119
New +$76.7K 0.01% 1112
2024
Q2
Sell
-107,202
Closed -$526K 1936
2024
Q1
$526K Buy
107,202
+65,167
+155% +$320K 0.04% 685
2023
Q4
$236K Buy
+42,035
New +$236K 0.02% 920
2023
Q3
Sell
-22,445
Closed -$89.3K 1627
2023
Q2
$89.3K Buy
+22,445
New +$89.3K 0.01% 1125