Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$782K Buy
+61,118
New +$782K 0.01% 499
2025
Q1
Sell
-128,778
Closed -$1.64M 1670
2024
Q4
$1.64M Sell
128,778
-16,306
-11% -$207K 0.03% 273
2024
Q3
$1.86M Buy
145,084
+131,529
+970% +$1.68M 0.04% 239
2024
Q2
$172K Sell
13,555
-59,939
-82% -$760K ﹤0.01% 1277
2024
Q1
$1.67M Buy
73,494
+37,852
+106% +$858K 0.04% 231
2023
Q4
$885K Buy
35,642
+1,596
+5% +$39.6K 0.02% 371
2023
Q3
$583K Buy
34,046
+10,448
+44% +$179K 0.01% 535
2023
Q2
$391K Buy
23,598
+13,344
+130% +$221K 0.01% 617
2023
Q1
$180K Sell
10,254
-5,387
-34% -$94.6K ﹤0.01% 877
2022
Q4
$199K Sell
15,641
-16,014
-51% -$204K 0.01% 719
2022
Q3
$399K Buy
+31,655
New +$399K 0.01% 556
2022
Q2
Sell
-19,767
Closed -$427K 1393
2022
Q1
$427K Buy
+19,767
New +$427K 0.01% 651
2021
Q4
Sell
-4,384
Closed -$231K 1020
2021
Q3
$231K Buy
+4,384
New +$231K 0.01% 695