Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-76,972
Closed -$1.23M 6252
2025
Q1
$1.23M Buy
76,972
+59,775
+348% +$953K ﹤0.01% 2801
2024
Q4
$326K Sell
17,197
-1,192
-6% -$22.6K ﹤0.01% 4533
2024
Q3
$284K Buy
18,389
+7,759
+73% +$120K ﹤0.01% 4913
2024
Q2
$149K Buy
+10,630
New +$149K ﹤0.01% 5514
2024
Q1
Sell
-48,072
Closed -$636K 6181
2023
Q4
$636K Sell
48,072
-10,420
-18% -$138K ﹤0.01% 3842
2023
Q3
$659K Buy
58,492
+33,925
+138% +$382K ﹤0.01% 3322
2023
Q2
$488K Buy
+24,567
New +$488K ﹤0.01% 3779
2019
Q2
Sell
-35,847
Closed -$236K 3851
2019
Q1
$236K Buy
35,847
+4,156
+13% +$27.4K ﹤0.01% 2876
2018
Q4
$176K Buy
31,691
+117
+0.4% +$650 ﹤0.01% 2862
2018
Q3
$284K Buy
+31,574
New +$284K ﹤0.01% 2844