Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-42,401
Closed -$2.21M 895
2025
Q1
$2.21M Buy
42,401
+38,051
+875% +$1.98M 0.03% 265
2024
Q4
$239K Buy
+4,350
New +$239K 0.01% 522
2024
Q3
Sell
-41,033
Closed -$2.28M 526
2024
Q2
$2.28M Buy
+41,033
New +$2.28M 0.05% 197
2020
Q3
Sell
-20,000
Closed -$204K 642
2020
Q2
$204K Buy
+20,000
New +$204K 0.01% 397
2018
Q2
Sell
-24,047
Closed -$569K 497
2018
Q1
$569K Sell
24,047
-24,678
-51% -$584K 0.01% 303
2017
Q4
$1.18M Buy
+48,725
New +$1.18M 0.02% 192