Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-48,744
Closed -$1.86M 2547
2025
Q1
$1.86M Buy
48,744
+42,536
+685% +$1.62M 0.01% 708
2024
Q4
$272K Buy
+6,208
New +$272K ﹤0.01% 1570
2024
Q2
Sell
-51,834
Closed -$3.24M 2262
2024
Q1
$3.24M Buy
51,834
+3,749
+8% +$234K 0.02% 385
2023
Q4
$2.69M Buy
+48,085
New +$2.69M 0.02% 498
2023
Q3
Sell
-10,223
Closed -$655K 2335
2023
Q2
$655K Buy
+10,223
New +$655K 0.01% 1109
2021
Q1
Sell
-4,787
Closed -$315K 2582
2020
Q4
$315K Buy
+4,787
New +$315K 0.01% 1197
2019
Q4
Sell
-39,990
Closed -$2M 1219
2019
Q3
$2M Buy
+39,990
New +$2M 0.09% 126