Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2102
2025
Q1
Sell
-3,741
Closed -$1.34M 2017
2024
Q4
$1.34M Buy
3,741
+2,922
+357% +$1.05M ﹤0.01% 406
2024
Q3
$283K Buy
819
+58
+8% +$20.1K ﹤0.01% 624
2024
Q2
$223K Buy
+761
New +$223K ﹤0.01% 649
2024
Q1
Hold
0
1809
2023
Q4
Sell
-1,076
Closed -$349K 1924
2023
Q3
$349K Hold
1,076
﹤0.01% 607
2023
Q2
$371K Buy
+1,076
New +$371K ﹤0.01% 549
2023
Q1
Sell
-241
Closed -$72.3K 1877
2022
Q4
$72.3K Buy
+241
New +$72.3K ﹤0.01% 993
2022
Q3
Hold
0
1987
2022
Q2
Sell
-8,033
Closed -$2.62M 2002
2022
Q1
$2.62M Sell
8,033
-5,055
-39% -$1.65M ﹤0.01% 322
2021
Q4
$3.93M Buy
+13,088
New +$3.93M ﹤0.01% 297
2021
Q3
Hold
0
2086
2021
Q2
Hold
0
2012
2021
Q1
Hold
0
1860
2020
Q4
Hold
0
1671
2020
Q3
Hold
0
1551
2013
Q4
Sell
-100
Closed -$7K 1474
2013
Q3
$7K Sell
100
-700
-88% -$49K ﹤0.01% 1227
2013
Q2
$51K Buy
+800
New +$51K ﹤0.01% 850