Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.81M Buy
29,809
+12,276
+70% +$1.57M ﹤0.01% 1176
2025
Q1
$2.34M Sell
17,533
-42,645
-71% -$5.69M ﹤0.01% 1316
2024
Q4
$4.37M Sell
60,178
-231,728
-79% -$16.8M 0.01% 1027
2024
Q3
$11M Buy
291,906
+93,699
+47% +$3.54M 0.01% 669
2024
Q2
$10.2M Sell
198,207
-132,048
-40% -$6.81M 0.01% 650
2024
Q1
$20.2M Buy
+330,255
New +$20.2M 0.03% 446
2023
Q4
Sell
-13,505
Closed -$128K 2225
2023
Q3
$128K Buy
+13,505
New +$128K ﹤0.01% 1720
2021
Q1
Sell
-1,548
Closed -$438K 2455
2020
Q4
$438K Buy
+1,548
New +$438K ﹤0.01% 1374