Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
38,286
+18,890
+97% +$59.2K ﹤0.01% 1869
2025
Q1
$52K Buy
+19,396
New +$52K ﹤0.01% 2008
2024
Q2
Sell
-43,995
Closed -$109K 2751
2024
Q1
$109K Buy
43,995
+32,515
+283% +$80.6K ﹤0.01% 1735
2023
Q4
$23K Buy
+11,480
New +$23K ﹤0.01% 1860
2023
Q2
Sell
-71,722
Closed -$86K 2900
2023
Q1
$86K Buy
71,722
+48,722
+212% +$58.4K ﹤0.01% 1900
2022
Q4
$21K Buy
+23,000
New +$21K ﹤0.01% 1981
2022
Q1
Sell
-247,714
Closed -$240K 3402
2021
Q4
$240K Buy
247,714
+124,467
+101% +$121K ﹤0.01% 2155
2021
Q3
$179K Buy
+123,247
New +$179K ﹤0.01% 2470
2021
Q2
Sell
-99,735
Closed -$227K 3229
2021
Q1
$227K Buy
+99,735
New +$227K ﹤0.01% 2031
2020
Q4
Sell
-69,455
Closed -$86K 2259
2020
Q3
$86K Buy
69,455
+6,632
+11% +$8.21K ﹤0.01% 1483
2020
Q2
$106K Buy
+62,823
New +$106K ﹤0.01% 1113
2020
Q1
Sell
-21,828
Closed -$102K 1122
2019
Q4
$102K Buy
+21,828
New +$102K ﹤0.01% 979