Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.7K Sell
148
-137
-48% -$2.5K ﹤0.01% 4591
2025
Q1
$5.27K Buy
285
+19
+7% +$351 ﹤0.01% 4488
2024
Q4
$6.36K Sell
266
-390,020
-100% -$9.32M ﹤0.01% 4572
2024
Q3
$6.85M Buy
390,286
+330,579
+554% +$5.8M ﹤0.01% 1137
2024
Q2
$1.14M Sell
59,707
-88,445
-60% -$1.69M ﹤0.01% 2174
2024
Q1
$3.04M Buy
148,152
+35,352
+31% +$725K ﹤0.01% 1535
2023
Q4
$2.3M Buy
112,800
+99,635
+757% +$2.03M ﹤0.01% 1547
2023
Q3
$341K Sell
13,165
-8,848
-40% -$229K ﹤0.01% 2676
2023
Q2
$374K Sell
22,013
-26,393
-55% -$448K ﹤0.01% 2915
2023
Q1
$859K Buy
+48,406
New +$859K ﹤0.01% 2121
2022
Q3
Sell
-834
Closed -$7K 5243
2022
Q2
$7K Sell
834
-13
-2% -$109 ﹤0.01% 4743
2022
Q1
$7K Sell
847
-3,987
-82% -$33K ﹤0.01% 4891
2021
Q4
$50K Sell
4,834
-2,028
-30% -$21K ﹤0.01% 4297
2021
Q3
$105K Sell
6,862
-109,816
-94% -$1.68M ﹤0.01% 3657
2021
Q2
$2.43M Buy
116,678
+53,854
+86% +$1.12M ﹤0.01% 1964
2021
Q1
$1.51M Buy
+62,824
New +$1.51M ﹤0.01% 2111