Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$987K Buy
244,305
+202,148
+480% +$817K 0.01% 901
2025
Q1
$222K Hold
42,157
﹤0.01% 998
2024
Q4
$270K Hold
42,157
﹤0.01% 981
2024
Q3
$213K Hold
42,157
﹤0.01% 1004
2024
Q2
$157K Hold
42,157
﹤0.01% 1010
2024
Q1
$172K Hold
42,157
﹤0.01% 1008
2023
Q4
$165K Sell
42,157
-107,257
-72% -$420K ﹤0.01% 1014
2023
Q3
$529K Sell
149,414
-14,000
-9% -$49.6K ﹤0.01% 900
2023
Q2
$673K Hold
163,414
0.01% 864
2023
Q1
$626K Hold
163,414
﹤0.01% 890
2022
Q4
$561K Buy
163,414
+24,740
+18% +$84.9K ﹤0.01% 913
2022
Q3
$555K Sell
138,674
-7,000
-5% -$28K ﹤0.01% 956
2022
Q2
$877K Buy
145,674
+5,800
+4% +$34.9K 0.01% 885
2022
Q1
$1.66M Sell
139,874
-11,785
-8% -$140K 0.01% 762
2021
Q4
$2.72M Buy
151,659
+7,735
+5% +$139K 0.02% 665
2021
Q3
$4.23M Sell
143,924
-24,367
-14% -$716K 0.03% 553
2021
Q2
$8.25M Buy
+168,291
New +$8.25M 0.05% 398