Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$896K Buy
104,799
+89,567
+588% +$766K ﹤0.01% 3913
2025
Q1
$87K Sell
15,232
-93,008
-86% -$531K ﹤0.01% 4850
2024
Q4
$644K Buy
108,240
+74,542
+221% +$444K ﹤0.01% 4161
2024
Q3
$100K Buy
33,698
+17,952
+114% +$53.3K ﹤0.01% 4603
2024
Q2
$36.5K Sell
15,746
-563
-3% -$1.31K ﹤0.01% 4579
2024
Q1
$36.9K Sell
16,309
-3,906
-19% -$8.83K ﹤0.01% 4560
2023
Q4
$33.4K Sell
20,215
-23,483
-54% -$38.7K ﹤0.01% 4582
2023
Q3
$95.3K Buy
43,698
+17,549
+67% +$38.3K ﹤0.01% 4398
2023
Q2
$82.6K Sell
26,149
-3
-0% -$9 ﹤0.01% 4599
2023
Q1
$70.3K Buy
26,152
+9,679
+59% +$26K ﹤0.01% 4717
2022
Q4
$56.7K Sell
16,473
-1,193
-7% -$4.1K ﹤0.01% 4772
2022
Q3
$69K Buy
17,666
+2,802
+19% +$10.9K ﹤0.01% 4994
2022
Q2
$73K Sell
14,864
-6,216
-29% -$30.5K ﹤0.01% 5199
2022
Q1
$171K Buy
+21,080
New +$171K ﹤0.01% 5151
2021
Q1
Sell
-28,045
Closed -$295K 5231
2020
Q4
$295K Sell
28,045
-9,978
-26% -$105K ﹤0.01% 4086
2020
Q3
$346K Buy
38,023
+8,204
+28% +$74.7K ﹤0.01% 3830
2020
Q2
$312K Buy
+29,819
New +$312K ﹤0.01% 3807
2016
Q4
Sell
-10,101
Closed -$53K 4439
2016
Q3
$53K Sell
10,101
-7,530
-43% -$39.5K ﹤0.01% 4294
2016
Q2
$87K Buy
+17,631
New +$87K ﹤0.01% 4169