Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Sell
10,218
-13,845
-58% -$3.83M ﹤0.01% 1019
2025
Q1
$4.14M Buy
24,063
+15,930
+196% +$2.74M ﹤0.01% 1000
2024
Q4
$1.79M Buy
8,133
+364
+5% +$80K ﹤0.01% 1227
2024
Q3
$1.62M Buy
7,769
+2,316
+42% +$483K ﹤0.01% 1194
2024
Q2
$1.3M Hold
5,453
﹤0.01% 1172
2024
Q1
$927K Buy
5,453
+3,047
+127% +$518K ﹤0.01% 1295
2023
Q4
$315K Sell
2,406
-264
-10% -$34.6K ﹤0.01% 1521
2023
Q3
$283K Hold
2,670
﹤0.01% 1516
2023
Q2
$306K Buy
2,670
+355
+15% +$40.7K ﹤0.01% 1494
2023
Q1
$227K Sell
2,315
-897
-28% -$88K ﹤0.01% 1532
2022
Q4
$289K Sell
3,212
-55,602
-95% -$5M ﹤0.01% 1470
2022
Q3
$5.28M Sell
58,814
-945
-2% -$84.8K ﹤0.01% 964
2022
Q2
$5.47M Buy
59,759
+55,389
+1,267% +$5.07M ﹤0.01% 900
2022
Q1
$452K Sell
4,370
-1,185
-21% -$123K ﹤0.01% 1302
2021
Q4
$751K Buy
5,555
+731
+15% +$98.8K ﹤0.01% 1338
2021
Q3
$493K Buy
4,824
+1,005
+26% +$103K ﹤0.01% 1338
2021
Q2
$393K Buy
+3,819
New +$393K ﹤0.01% 1296