Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
270
+230
+575% +$1.7M 0.03% 388
2025
Q1
$290K Hold
40
0.01% 472
2024
Q4
$327K Hold
40
0.01% 437
2024
Q3
$392K Sell
40
-12
-23% -$118K 0.01% 400
2024
Q2
$395K Buy
52
+10
+24% +$75.9K 0.01% 408
2024
Q1
$340K Sell
42
-8
-16% -$64.8K 0.01% 424
2023
Q4
$350K Hold
50
0.01% 396
2023
Q3
$298K Buy
50
+10
+25% +$59.6K 0.01% 409
2023
Q2
$254K Sell
40
-10
-20% -$63.5K 0.01% 457
2023
Q1
$279K Sell
50
-70
-58% -$390K 0.01% 415
2022
Q4
$554K Buy
120
+10
+9% +$46.2K 0.02% 354
2022
Q3
$439K Buy
110
+20
+22% +$79.8K 0.01% 344
2022
Q2
$360K Sell
90
-20
-18% -$80K 0.01% 340
2022
Q1
$491K Buy
110
+20
+22% +$89.3K 0.01% 350
2021
Q4
$532K Buy
+90
New +$532K 0.02% 308
2020
Q4
Sell
-130
Closed -$531K 301
2020
Q3
$531K Sell
130
-130
-50% -$531K 0.02% 280
2020
Q2
$847K Buy
+260
New +$847K 0.02% 267
2020
Q1
Sell
-140
Closed -$533K 438
2019
Q4
$533K Buy
+140
New +$533K 0.02% 277