Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Sell
497,407
-911,867
-65% -$1.29M ﹤0.01% 1212
2025
Q1
$2.24M Buy
1,409,274
+1,242,624
+746% +$1.98M 0.01% 645
2024
Q4
$589K Buy
+166,650
New +$589K ﹤0.01% 1190
2024
Q1
Sell
-437,027
Closed -$922K 2436
2023
Q4
$922K Buy
+437,027
New +$922K 0.01% 957
2022
Q4
Sell
-155,378
Closed -$363K 2501
2022
Q3
$363K Buy
+155,378
New +$363K ﹤0.01% 1758
2022
Q1
Sell
-113,681
Closed -$138K 3066
2021
Q4
$138K Sell
113,681
-86,031
-43% -$104K ﹤0.01% 2389
2021
Q3
$273K Buy
199,712
+149,384
+297% +$204K ﹤0.01% 2232
2021
Q2
$70K Buy
+50,328
New +$70K ﹤0.01% 2545
2019
Q4
Sell
-11,473
Closed -$15K 1272
2019
Q3
$15K Buy
+11,473
New +$15K ﹤0.01% 1238
2019
Q1
Sell
-40,098
Closed -$40K 586
2018
Q4
$40K Buy
40,098
+26,393
+193% +$26.3K 0.01% 520
2018
Q3
$24K Buy
+13,705
New +$24K ﹤0.01% 343
2015
Q3
Sell
-23,016
Closed -$98K 112
2015
Q2
$98K Buy
+23,016
New +$98K 0.05% 153