Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
+257,813
New +$250K ﹤0.01% 1671
2025
Q1
Sell
-173,375
Closed -$139K 2892
2024
Q4
$139K Buy
+173,375
New +$139K ﹤0.01% 1787
2024
Q2
Sell
-806,500
Closed -$1.32M 2658
2024
Q1
$1.32M Buy
+806,500
New +$1.32M 0.01% 722
2023
Q3
Sell
-251,196
Closed -$136K 2634
2023
Q2
$136K Sell
251,196
-756,532
-75% -$410K ﹤0.01% 1735
2023
Q1
$859K Buy
+1,007,728
New +$859K 0.01% 962
2022
Q4
Sell
-313,092
Closed -$557K 2727
2022
Q3
$557K Buy
+313,092
New +$557K 0.01% 1293
2022
Q1
Sell
-36,453
Closed -$165K 3332
2021
Q4
$165K Buy
+36,453
New +$165K ﹤0.01% 2324
2021
Q2
Sell
-570,857
Closed -$3.88M 3164
2021
Q1
$3.88M Buy
570,857
+559,479
+4,917% +$3.8M 0.04% 289
2020
Q4
$20K Buy
+11,378
New +$20K ﹤0.01% 1671