Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.03M Buy
255,085
+244,661
+2,347% +$2.9M 0.01% 552
2024
Q4
$134K Sell
10,424
-22,802
-69% -$294K ﹤0.01% 1046
2024
Q3
$424K Buy
33,226
+10,653
+47% +$136K ﹤0.01% 886
2024
Q2
$318K Buy
22,573
+15,973
+242% +$225K ﹤0.01% 811
2024
Q1
$110K Hold
6,600
﹤0.01% 670
2023
Q4
$98.9K Buy
6,600
+1,800
+38% +$27K ﹤0.01% 652
2023
Q3
$50.6K Sell
4,800
-6,600
-58% -$69.6K ﹤0.01% 697
2023
Q2
$109K Sell
11,400
-82,657
-88% -$793K ﹤0.01% 386
2023
Q1
$872K Sell
94,057
-19,175
-17% -$178K 0.02% 223
2022
Q4
$1.25M Sell
113,232
-8,382
-7% -$92.4K 0.03% 188
2022
Q3
$1.6M Buy
121,614
+18,985
+18% +$250K 0.03% 180
2022
Q2
$1.36M Buy
102,629
+66,586
+185% +$884K 0.03% 196
2022
Q1
$1.38M Buy
36,043
+12,614
+54% +$484K 0.02% 203
2021
Q4
$1M Buy
23,429
+14,182
+153% +$606K 0.02% 225
2021
Q3
$496K Sell
9,247
-1,170
-11% -$62.8K 0.01% 247
2021
Q2
$630K Buy
10,417
+4,553
+78% +$275K 0.01% 234
2021
Q1
$370K Buy
5,864
+1,064
+22% +$67.1K 0.01% 242
2020
Q4
$236K Hold
4,800
0.01% 268
2020
Q3
$132K Hold
4,800
0.01% 273
2020
Q2
$158K Buy
+4,800
New +$158K 0.01% 239