Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Sell
7,946
-1,745
-18% -$359K ﹤0.01% 1121
2025
Q1
$1.45M Sell
9,691
-5,229
-35% -$781K ﹤0.01% 1235
2024
Q4
$6.09M Buy
14,920
+14,837
+17,876% +$6.06M ﹤0.01% 953
2024
Q3
$26.7K Buy
+83
New +$26.7K ﹤0.01% 1892
2024
Q2
Sell
-3,877
Closed -$951K 2017
2024
Q1
$951K Sell
3,877
-6,474
-63% -$1.59M ﹤0.01% 1292
2023
Q4
$2.81M Buy
+10,351
New +$2.81M ﹤0.01% 1107
2022
Q4
Sell
-12
Closed -$3K 1960
2022
Q3
$3K Buy
+12
New +$3K ﹤0.01% 1812