Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
+5,352
New +$417K ﹤0.01% 1288
2024
Q1
Sell
-19,100
Closed -$1.37M 2365
2023
Q4
$1.37M Buy
+19,100
New +$1.37M 0.04% 542
2023
Q2
Sell
-7,200
Closed -$532K 2227
2023
Q1
$532K Buy
+7,200
New +$532K 0.02% 869
2022
Q2
Sell
-14,551
Closed -$1.71M 2081
2022
Q1
$1.71M Sell
14,551
-3,589
-20% -$421K 0.07% 327
2021
Q4
$3.34M Buy
18,140
+16,040
+764% +$2.95M 0.21% 92
2021
Q3
$549K Buy
+2,100
New +$549K 0.04% 449
2021
Q2
Sell
-6,583
Closed -$2.12M 1434
2021
Q1
$2.12M Buy
6,583
+352
+6% +$113K 0.2% 79
2020
Q4
$2.1M Buy
6,231
+2,144
+52% +$723K 0.36% 24
2020
Q3
$1.92M Buy
+4,087
New +$1.92M 0.39% 18