Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
36,816
+16,869
+85% +$897K 0.01% 1146
2025
Q1
$707K Sell
19,947
-498
-2% -$17.6K ﹤0.01% 1677
2024
Q4
$713K Sell
20,445
-839
-4% -$29.3K ﹤0.01% 1725
2024
Q3
$826K Sell
21,284
-170
-0.8% -$6.59K ﹤0.01% 1647
2024
Q2
$760K Sell
21,454
-47,090
-69% -$1.67M ﹤0.01% 1642
2024
Q1
$2.27M Sell
68,544
-15,971
-19% -$530K 0.01% 1107
2023
Q4
$3.69M Buy
84,515
+60,632
+254% +$2.65M 0.02% 850
2023
Q3
$1.09M Buy
+23,883
New +$1.09M 0.01% 1390
2022
Q4
$2.64M Sell
42,370
-395
-0.9% -$24.6K 0.02% 924
2022
Q3
$2.58M Buy
42,765
+17,655
+70% +$1.07M 0.02% 881
2022
Q2
$1.06M Sell
25,110
-445
-2% -$18.9K 0.01% 1488
2022
Q1
$1M Buy
+25,555
New +$1M 0.01% 1593
2021
Q1
Sell
-29,594
Closed -$1.03M 2339
2020
Q4
$1.03M Sell
29,594
-1,315
-4% -$45.6K 0.01% 1707
2020
Q3
$805K Buy
+30,909
New +$805K 0.01% 1685
2014
Q3
Sell
-65,008
Closed -$532K 2082
2014
Q2
$532K Buy
+65,008
New +$532K ﹤0.01% 1775