Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
+8,958
New +$1.55M 0.04% 153
2025
Q1
Sell
-5,344
Closed -$1.1M 520
2024
Q4
$1.1M Buy
5,344
+228
+4% +$46.8K 0.04% 157
2024
Q3
$919K Sell
5,116
-315
-6% -$56.6K 0.03% 228
2024
Q2
$805K Buy
+5,431
New +$805K 0.03% 206
2023
Q4
Sell
-14,100
Closed -$1.59M 307
2023
Q3
$1.59M Buy
14,100
+11,629
+471% +$1.31M 0.03% 66
2023
Q2
$312K Buy
+2,471
New +$312K 0.01% 180
2021
Q3
Sell
-2,478
Closed -$265K 217
2021
Q2
$265K Buy
+2,478
New +$265K 0.01% 146
2020
Q2
Sell
-3,662
Closed -$348K 178
2020
Q1
$348K Buy
+3,662
New +$348K 0.01% 162
2018
Q1
Sell
-5,856
Closed -$384K 266
2017
Q4
$384K Buy
+5,856
New +$384K 0.04% 245