Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
78,412
+15,529
+25% +$452K ﹤0.01% 3334
2025
Q1
$1.53M Sell
62,883
-28,946
-32% -$705K ﹤0.01% 3538
2024
Q4
$1.97M Sell
91,829
-6,577
-7% -$141K ﹤0.01% 3488
2024
Q3
$1.97M Buy
98,406
+71,758
+269% +$1.43M ﹤0.01% 3384
2024
Q2
$431K Sell
26,648
-1,124
-4% -$18.2K ﹤0.01% 4029
2024
Q1
$429K Sell
27,772
-43,423
-61% -$670K ﹤0.01% 4056
2023
Q4
$1.35M Sell
71,195
-28,217
-28% -$536K ﹤0.01% 3456
2023
Q3
$1.54M Sell
99,412
-14,001
-12% -$216K ﹤0.01% 3262
2023
Q2
$2.41M Sell
113,413
-15,754
-12% -$334K ﹤0.01% 3071
2023
Q1
$3.15M Buy
129,167
+100,277
+347% +$2.45M ﹤0.01% 2893
2022
Q4
$718K Buy
+28,890
New +$718K ﹤0.01% 3882
2021
Q1
Sell
-33,354
Closed -$624K 5291
2020
Q4
$624K Sell
33,354
-48,386
-59% -$905K ﹤0.01% 3710
2020
Q3
$1.26M Buy
+81,740
New +$1.26M ﹤0.01% 3180