Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$850K Sell
86,589
-15,077
-15% -$148K ﹤0.01% 2179
2025
Q1
$739K Buy
101,666
+23,607
+30% +$172K ﹤0.01% 2272
2024
Q4
$610K Buy
78,059
+25,353
+48% +$198K ﹤0.01% 2478
2024
Q3
$390K Buy
52,706
+10,288
+24% +$76.1K ﹤0.01% 2559
2024
Q2
$340K Sell
42,418
-5,979
-12% -$47.9K ﹤0.01% 2504
2024
Q1
$563K Sell
48,397
-330,443
-87% -$3.85M ﹤0.01% 2252
2023
Q4
$4.23M Buy
378,840
+346,276
+1,063% +$3.87M ﹤0.01% 1317
2023
Q3
$503K Sell
32,564
-771,532
-96% -$11.9M ﹤0.01% 2147
2023
Q2
$15.2M Buy
804,096
+795,659
+9,431% +$15.1M 0.01% 868
2023
Q1
$128K Hold
8,437
﹤0.01% 3205
2022
Q4
$107K Hold
8,437
﹤0.01% 3287
2022
Q3
$49K Sell
8,437
-38,938
-82% -$226K ﹤0.01% 3560
2022
Q2
$152K Buy
47,375
+33,675
+246% +$108K ﹤0.01% 3294
2022
Q1
$52K Sell
13,700
-640
-4% -$2.43K ﹤0.01% 3752
2021
Q4
$187K Sell
14,340
-58,004
-80% -$756K ﹤0.01% 3383
2021
Q3
$1.42M Sell
72,344
-181
-0.2% -$3.55K ﹤0.01% 2374
2021
Q2
$1.36M Buy
72,525
+247
+0.3% +$4.62K ﹤0.01% 2573
2021
Q1
$1.71M Sell
72,278
-504
-0.7% -$11.9K ﹤0.01% 2282
2020
Q4
$1.77M Buy
72,782
+69,337
+2,013% +$1.69M ﹤0.01% 2000
2020
Q3
$89K Buy
3,445
+1,940
+129% +$50.1K ﹤0.01% 3548
2020
Q2
$30K Buy
1,505
+400
+36% +$7.97K ﹤0.01% 3918
2020
Q1
$28K Buy
1,105
+121
+12% +$3.07K ﹤0.01% 3708
2019
Q4
$25K Buy
+984
New +$25K ﹤0.01% 4074