Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Buy
+10,225
New +$664K ﹤0.01% 1251
2025
Q1
Sell
-16,697
Closed -$1.02M 2580
2024
Q4
$1.02M Buy
16,697
+2,431
+17% +$149K 0.01% 924
2024
Q3
$893K Sell
14,266
-1,691
-11% -$106K ﹤0.01% 1202
2024
Q2
$917K Buy
15,957
+185
+1% +$10.6K 0.01% 983
2024
Q1
$1.09M Sell
15,772
-50
-0.3% -$3.45K 0.01% 811
2023
Q4
$1.04M Sell
15,822
-14,227
-47% -$932K 0.01% 902
2023
Q3
$2.01M Buy
30,049
+23,862
+386% +$1.59M 0.02% 564
2023
Q2
$426K Buy
+6,187
New +$426K ﹤0.01% 1318
2022
Q3
Sell
-22,882
Closed -$1.43M 2865
2022
Q2
$1.43M Buy
+22,882
New +$1.43M 0.02% 722
2021
Q4
Sell
-16,529
Closed -$1.07M 3184
2021
Q3
$1.07M Buy
16,529
+10,679
+183% +$689K 0.01% 1081
2021
Q2
$354K Buy
+5,850
New +$354K ﹤0.01% 1950
2020
Q4
Sell
-6,581
Closed -$238K 1994
2020
Q3
$238K Buy
+6,581
New +$238K 0.01% 1184