Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.53M Sell
43,950
-93,807
-68% -$5.41M 0.01% 671
2025
Q1
$5.84M Buy
137,757
+97,196
+240% +$4.12M 0.04% 316
2024
Q4
$1.77M Buy
+40,561
New +$1.77M 0.01% 675
2024
Q2
Sell
-5,898
Closed -$343K 2797
2024
Q1
$343K Buy
5,898
+358
+6% +$20.8K ﹤0.01% 1398
2023
Q4
$295K Buy
+5,540
New +$295K ﹤0.01% 1493
2022
Q1
Sell
-30,658
Closed -$1.25M 3447
2021
Q4
$1.25M Buy
+30,658
New +$1.25M 0.01% 823
2020
Q4
Sell
-32,958
Closed -$1.08M 2294
2020
Q3
$1.08M Buy
+32,958
New +$1.08M 0.03% 439