Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.09M Buy
+129,075
New +$4.09M 0.03% 473
2025
Q1
Sell
-59,785
Closed -$2.14M 1632
2024
Q4
$2.14M Buy
59,785
+51,852
+654% +$1.86M 0.02% 485
2024
Q3
$321K Buy
+7,933
New +$321K ﹤0.01% 902
2023
Q3
Sell
-4,954
Closed -$278K 945
2023
Q2
$278K Sell
4,954
-4,175
-46% -$234K 0.01% 707
2023
Q1
$452K Sell
9,129
-862
-9% -$42.7K 0.01% 601
2022
Q4
$471K Buy
9,991
+1,437
+17% +$67.7K 0.01% 537
2022
Q3
$355K Buy
8,554
+3,245
+61% +$135K 0.01% 618
2022
Q2
$226K Sell
5,309
-21
-0.4% -$894 0.01% 686
2022
Q1
$411K Buy
+5,330
New +$411K 0.01% 552
2021
Q3
Sell
-2,601
Closed -$219K 693
2021
Q2
$219K Buy
+2,601
New +$219K 0.01% 561