Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
8,320
+1,647
+25% +$375K ﹤0.01% 1166
2025
Q1
$1.62M Buy
6,673
+4,723
+242% +$1.14M ﹤0.01% 1189
2024
Q4
$471K Sell
1,950
-31
-2% -$7.49K ﹤0.01% 1819
2024
Q3
$511K Buy
1,981
+67
+4% +$17.3K ﹤0.01% 1639
2024
Q2
$421K Sell
1,914
-1,555
-45% -$342K ﹤0.01% 1728
2024
Q1
$879K Buy
+3,469
New +$879K ﹤0.01% 1479
2023
Q1
Sell
-3,762
Closed -$605K 2516
2022
Q4
$605K Buy
3,762
+701
+23% +$113K ﹤0.01% 1775
2022
Q3
$547K Buy
3,061
+331
+12% +$59.2K ﹤0.01% 1729
2022
Q2
$550K Sell
2,730
-400
-13% -$80.6K ﹤0.01% 1895
2022
Q1
$575K Buy
+3,130
New +$575K ﹤0.01% 1968
2021
Q3
Sell
-1,082
Closed -$276K 2664
2021
Q2
$276K Buy
+1,082
New +$276K ﹤0.01% 2148
2020
Q2
Sell
-1,379
Closed -$277K 2388
2020
Q1
$277K Hold
1,379
﹤0.01% 1696
2019
Q4
$268K Buy
+1,379
New +$268K ﹤0.01% 2106
2017
Q1
Sell
-2,868
Closed -$336K 2091
2016
Q4
$336K Buy
+2,868
New +$336K ﹤0.01% 1721