Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
103,393
+33,993
+49% +$81.9K ﹤0.01% 1803
2025
Q1
$162K Buy
69,400
+7,763
+13% +$18.1K ﹤0.01% 1848
2024
Q4
$114K Sell
61,637
-152,928
-71% -$283K ﹤0.01% 1828
2024
Q3
$524K Buy
214,565
+98,162
+84% +$240K 0.01% 1295
2024
Q2
$239K Buy
+116,403
New +$239K ﹤0.01% 1724
2022
Q2
Sell
-417,408
Closed -$1.35M 748
2022
Q1
$1.35M Sell
417,408
-28,678
-6% -$92.6K 0.02% 718
2021
Q4
$1.25M Sell
446,086
-26,965
-6% -$75.5K 0.02% 742
2021
Q3
$1.31M Buy
473,051
+30,574
+7% +$84.4K 0.02% 688
2021
Q2
$1.52M Buy
442,477
+47,112
+12% +$162K 0.03% 610
2021
Q1
$1.08M Buy
+395,365
New +$1.08M 0.02% 674
2020
Q2
Sell
-61,768
Closed -$142K 513
2020
Q1
$142K Buy
61,768
+81
+0.1% +$186 0.01% 544
2019
Q4
$287K Buy
+61,687
New +$287K 0.01% 992
2019
Q3
Sell
-18,985
Closed -$91K 852
2019
Q2
$91K Buy
+18,985
New +$91K ﹤0.01% 944
2019
Q1
Sell
-35,270
Closed -$138K 921
2018
Q4
$138K Buy
35,270
+20,196
+134% +$79K 0.01% 845
2018
Q3
$70K Buy
15,074
+3,531
+31% +$16.4K ﹤0.01% 966
2018
Q2
$53K Buy
+11,543
New +$53K ﹤0.01% 946