Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
2,586
-34,074
-93% -$2.66M ﹤0.01% 595
2025
Q1
$2.7M Buy
+36,660
New +$2.7M 0.03% 302
2024
Q2
Sell
-19,421
Closed -$1.27M 999
2024
Q1
$1.27M Buy
+19,421
New +$1.27M 0.01% 268
2023
Q3
Sell
-29,407
Closed -$2M 894
2023
Q2
$2M Buy
+29,407
New +$2M 0.02% 258
2022
Q3
Sell
-18,075
Closed -$1.95M 1308
2022
Q2
$1.95M Buy
+18,075
New +$1.95M 0.03% 554
2021
Q4
Sell
-25,692
Closed -$6.72M 1291
2021
Q3
$6.72M Buy
25,692
+123
+0.5% +$32.2K 0.08% 207
2021
Q2
$9.9M Buy
+25,569
New +$9.9M 0.15% 131
2020
Q2
Sell
-10,240
Closed -$1.55M 646
2020
Q1
$1.55M Buy
+10,240
New +$1.55M 0.07% 110