Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Buy
+25,605
New +$31K ﹤0.01% 1695
2025
Q1
Sell
-10,602
Closed -$17.1K 1619
2024
Q4
$17.1K Buy
+10,602
New +$17.1K ﹤0.01% 1573
2024
Q2
Sell
-143,560
Closed -$1.09M 1849
2024
Q1
$1.09M Buy
143,560
+95,360
+198% +$722K 0.03% 759
2023
Q4
$548K Buy
48,200
+18,944
+65% +$215K 0.02% 1003
2023
Q3
$261K Sell
29,256
-245,454
-89% -$2.19M 0.01% 1374
2023
Q2
$2.44M Buy
274,710
+45,559
+20% +$405K 0.09% 317
2023
Q1
$3.74M Buy
+229,151
New +$3.74M 0.15% 214
2022
Q3
Sell
-119,888
Closed -$2.25M 1632
2022
Q2
$2.25M Buy
119,888
+111,842
+1,390% +$2.1M 0.1% 281
2022
Q1
$292K Sell
8,046
-64,959
-89% -$2.36M 0.01% 1078
2021
Q4
$2.24M Buy
73,005
+38,843
+114% +$1.19M 0.14% 178
2021
Q3
$2.32M Buy
34,162
+31,688
+1,281% +$2.15M 0.17% 118
2021
Q2
$206K Sell
2,474
-3,550
-59% -$296K 0.02% 849
2021
Q1
$516K Sell
6,024
-16,739
-74% -$1.43M 0.05% 392
2020
Q4
$2.06M Buy
22,763
+3,410
+18% +$308K 0.35% 28
2020
Q3
$1.38M Buy
+19,353
New +$1.38M 0.28% 51