Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
+31,865
New +$155K ﹤0.01% 5105
2024
Q4
Sell
-39,725
Closed -$70.7K 6046
2024
Q3
$70.7K Buy
39,725
+12,124
+44% +$21.6K ﹤0.01% 5033
2024
Q2
$46.1K Buy
+27,601
New +$46.1K ﹤0.01% 5203
2024
Q1
Sell
-19,537
Closed -$19.9K 6160
2023
Q4
$19.9K Sell
19,537
-10,902
-36% -$11.1K ﹤0.01% 5375
2023
Q3
$36.1K Sell
30,439
-10,130
-25% -$12K ﹤0.01% 5189
2023
Q2
$47.5K Sell
40,569
-93,978
-70% -$110K ﹤0.01% 5003
2023
Q1
$153K Buy
134,547
+119,578
+799% +$136K ﹤0.01% 4734
2022
Q4
$19.6K Sell
14,969
-28,181
-65% -$36.9K ﹤0.01% 5561
2022
Q3
$99K Buy
+43,150
New +$99K ﹤0.01% 5125
2021
Q3
Sell
-206,719
Closed -$1.16M 6421
2021
Q2
$1.16M Sell
206,719
-504,001
-71% -$2.82M ﹤0.01% 3833
2021
Q1
$5.97M Buy
+710,720
New +$5.97M ﹤0.01% 1886
2020
Q4
Sell
-20,212
Closed -$112K 5093
2020
Q3
$112K Buy
+20,212
New +$112K ﹤0.01% 4229