Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
+24,239
New +$1.66M 0.02% 169
2024
Q3
Sell
-500
Closed -$52.9K 784
2024
Q2
$52.9K Sell
500
-3,500
-88% -$371K ﹤0.01% 342
2024
Q1
$562K Sell
4,000
-17,400
-81% -$2.45M 0.01% 200
2023
Q4
$2.61M Buy
21,400
+17,500
+449% +$2.14M 0.04% 73
2023
Q3
$298K Buy
+3,900
New +$298K ﹤0.01% 272
2023
Q2
Sell
-11,000
Closed -$981K 683
2023
Q1
$981K Buy
+11,000
New +$981K 0.02% 128
2021
Q4
Sell
-27,200
Closed -$2.8M 873
2021
Q3
$2.8M Buy
+27,200
New +$2.8M 0.03% 130
2021
Q1
Sell
-29,000
Closed -$2.72M 676
2020
Q4
$2.72M Buy
+29,000
New +$2.72M 0.06% 60
2018
Q4
Sell
-11,752
Closed -$1.7M 316
2018
Q3
$1.7M Buy
+11,752
New +$1.7M 0.09% 53
2018
Q2
Hold
0
263