Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
77,902
+74,863
+2,463% +$98.8K ﹤0.01% 3667
2025
Q1
$3.53K Sell
3,039
-12,846
-81% -$14.9K ﹤0.01% 4528
2024
Q4
$33.2K Sell
15,885
-192,952
-92% -$403K ﹤0.01% 4339
2024
Q3
$340K Buy
208,837
+177,477
+566% +$289K ﹤0.01% 3236
2024
Q2
$17.5K Sell
31,360
-13,279
-30% -$7.4K ﹤0.01% 4298
2024
Q1
$34.3K Buy
44,639
+9,319
+26% +$7.16K ﹤0.01% 4078
2023
Q4
$41K Sell
35,320
-405,816
-92% -$471K ﹤0.01% 3878
2023
Q3
$525K Buy
441,136
+17,043
+4% +$20.3K ﹤0.01% 2376
2023
Q2
$645K Sell
424,093
-305,743
-42% -$465K ﹤0.01% 2564
2023
Q1
$1.12M Sell
729,836
-699,257
-49% -$1.08M ﹤0.01% 1912
2022
Q4
$2.72M Buy
1,429,093
+125,546
+10% +$239K ﹤0.01% 1335
2022
Q3
$2.97M Buy
1,303,547
+113,491
+10% +$259K ﹤0.01% 1370
2022
Q2
$2.8M Buy
1,190,056
+487,507
+69% +$1.15M ﹤0.01% 1383
2022
Q1
$3.29M Buy
702,549
+213,128
+44% +$997K ﹤0.01% 1409
2021
Q4
$2.1M Buy
489,421
+87,106
+22% +$373K ﹤0.01% 1940
2021
Q3
$2.67M Sell
402,315
-315,103
-44% -$2.09M ﹤0.01% 1706
2021
Q2
$5.22M Buy
717,418
+332,813
+87% +$2.42M ﹤0.01% 1387
2021
Q1
$3.77M Buy
384,605
+299,820
+354% +$2.94M ﹤0.01% 1528
2020
Q4
$360K Buy
+84,785
New +$360K ﹤0.01% 2858
2020
Q3
Sell
-1
Closed 5072
2020
Q2
$0 Hold
1
﹤0.01% 5080
2020
Q1
$0 Hold
1
﹤0.01% 5121
2019
Q4
$0 Buy
+1
New ﹤0.01% 5134
2017
Q1
Hold
0
4839
2016
Q4
Hold
0
4887
2016
Q2
Sell
-1
Closed 5048
2016
Q1
$0 Buy
+1
New ﹤0.01% 5417
2014
Q4
Hold
0
-$1K 5507
2014
Q3
Sell
-2
Closed -$11K 5248
2014
Q2
$11K Buy
+2
New +$11K ﹤0.01% 4494
2014
Q1
Sell
-4
Closed -$30K 5228
2013
Q4
$30K Buy
+4
New +$30K ﹤0.01% 4411
2013
Q3
Hold
0
5019