Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25,290
Closed -$1.98M 1668
2024
Q4
$1.98M Buy
25,290
+20,018
+380% +$1.56M 0.04% 517
2024
Q3
$403K Buy
+5,272
New +$403K 0.01% 1186
2024
Q1
Sell
-8,409
Closed -$725K 1969
2023
Q4
$725K Buy
8,409
+1,258
+18% +$108K 0.02% 873
2023
Q3
$567K Buy
+7,151
New +$567K 0.02% 955
2023
Q2
Sell
-18,135
Closed -$1.55M 1879
2023
Q1
$1.55M Buy
18,135
+7,053
+64% +$602K 0.06% 439
2022
Q4
$782K Buy
11,082
+4,600
+71% +$324K 0.04% 588
2022
Q3
$422K Buy
+6,482
New +$422K 0.02% 962
2022
Q1
Sell
-19,764
Closed -$1.88M 1624
2021
Q4
$1.88M Buy
+19,764
New +$1.88M 0.12% 225