Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,165
Closed -$627K 1679
2025
Q1
$627K Buy
+22,165
New +$627K 0.02% 564
2024
Q4
Sell
-26,809
Closed -$590K 1817
2024
Q3
$590K Buy
+26,809
New +$590K 0.01% 714
2024
Q2
Sell
-16,070
Closed -$283K 1946
2024
Q1
$283K Buy
+16,070
New +$283K 0.01% 945
2023
Q3
Sell
-38,283
Closed -$611K 1561
2023
Q2
$611K Buy
38,283
+36,918
+2,705% +$589K 0.01% 443
2023
Q1
$26.3K Sell
1,365
-2,608
-66% -$50.2K ﹤0.01% 1011
2022
Q4
$73.1K Sell
3,973
-56,834
-93% -$1.05M ﹤0.01% 819
2022
Q3
$933K Sell
60,807
-308,250
-84% -$4.73M 0.02% 361
2022
Q2
$7.74M Sell
369,057
-422,131
-53% -$8.85M 0.18% 38
2022
Q1
$14.1M Buy
791,188
+701,570
+783% +$12.5M 0.27% 13
2021
Q4
$1.67M Sell
89,618
-458,296
-84% -$8.51M 0.03% 196
2021
Q3
$1.24M Buy
547,914
+488,617
+824% +$1.11M 0.08% 206
2021
Q2
$1.29M Sell
59,297
-437,335
-88% -$9.51M 0.03% 238
2021
Q1
$197K Buy
496,632
+482,922
+3,522% +$192K 0.01% 781
2020
Q4
$298K Buy
+13,710
New +$298K 0.01% 485
2020
Q3
Sell
-10,338
Closed -$236K 697
2020
Q2
$236K Buy
+10,338
New +$236K 0.01% 331
2020
Q1
Sell
-66,875
Closed -$1.97M 561
2019
Q4
$1.97M Buy
+66,875
New +$1.97M 0.1% 53
2019
Q3
Hold
0
398
2019
Q2
Hold
0
236