Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
1,578
+184
+13% +$165K 0.05% 276
2025
Q1
$948K Hold
1,394
0.04% 291
2024
Q4
$878K Buy
1,394
+199
+17% +$125K 0.03% 299
2024
Q3
$925K Sell
1,195
-59
-5% -$45.7K 0.03% 262
2024
Q2
$1.03M Buy
+1,254
New +$1.03M 0.04% 258
2022
Q3
Sell
-6,137
Closed -$1.99M 62
2022
Q2
$1.99M Buy
+6,137
New +$1.99M 1.57% 31
2021
Q3
Sell
-6,137
Closed -$1.99M 93
2021
Q2
$1.99M Buy
+6,137
New +$1.99M 1.57% 31