Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+928
New +$223K ﹤0.01% 467
2025
Q1
Sell
-12,607
Closed -$2.59M 595
2024
Q4
$2.59M Buy
12,607
+8,218
+187% +$1.69M 0.02% 373
2024
Q3
$1.06M Buy
+4,389
New +$1.06M 0.01% 478
2024
Q1
Sell
-1,126
Closed -$248K 613
2023
Q4
$248K Sell
1,126
-8,159
-88% -$1.79M ﹤0.01% 529
2023
Q3
$2.04M Sell
9,285
-13,298
-59% -$2.92M 0.02% 372
2023
Q2
$5.08M Buy
22,583
+21,312
+1,677% +$4.79M 0.04% 256
2023
Q1
$243K Sell
1,271
-101
-7% -$19.3K ﹤0.01% 512
2022
Q4
$253K Buy
+1,372
New +$253K ﹤0.01% 490
2022
Q2
Sell
-6,286
Closed -$1.52M 574
2022
Q1
$1.52M Sell
6,286
-6,769
-52% -$1.64M 0.02% 420
2021
Q4
$3.18M Buy
13,055
+4,680
+56% +$1.14M 0.03% 372
2021
Q3
$1.71M Buy
8,375
+356
+4% +$72.7K 0.02% 398
2021
Q2
$1.65M Buy
8,019
+2,368
+42% +$488K 0.03% 352
2021
Q1
$1.08M Sell
5,651
-8
-0.1% -$1.52K 0.02% 371
2020
Q4
$1.07M Buy
+5,659
New +$1.07M 0.02% 371
2019
Q1
Sell
-12,953
Closed -$1.38M 814
2018
Q4
$1.38M Buy
+12,953
New +$1.38M 0.03% 276