Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Buy
396,594
+137,903
+53% +$749K ﹤0.01% 4653
2025
Q1
$1.35M Buy
258,691
+94,662
+58% +$492K ﹤0.01% 4850
2024
Q4
$1.06M Buy
164,029
+9,269
+6% +$59.9K ﹤0.01% 5061
2024
Q3
$947K Buy
154,760
+5,916
+4% +$36.2K ﹤0.01% 5077
2024
Q2
$895K Sell
148,844
-63,815
-30% -$384K ﹤0.01% 5028
2024
Q1
$1.52M Sell
212,659
-329,011
-61% -$2.35M ﹤0.01% 4727
2023
Q4
$4.27M Buy
541,670
+383,204
+242% +$3.02M ﹤0.01% 4470
2023
Q3
$1M Sell
158,466
-91,907
-37% -$582K ﹤0.01% 4797
2023
Q2
$2.03M Sell
250,373
-271,784
-52% -$2.21M ﹤0.01% 4413
2023
Q1
$4.57M Buy
522,157
+133,021
+34% +$1.17M ﹤0.01% 3850
2022
Q4
$3.36M Buy
389,136
+105,739
+37% +$913K ﹤0.01% 4087
2022
Q3
$2.49M Buy
283,397
+105,306
+59% +$927K ﹤0.01% 4275
2022
Q2
$1.69M Buy
178,091
+103,537
+139% +$983K ﹤0.01% 4658
2022
Q1
$980K Sell
74,554
-25,576
-26% -$336K ﹤0.01% 5009
2021
Q4
$1.74M Sell
100,130
-303,936
-75% -$5.28M ﹤0.01% 4682
2021
Q3
$8.06M Buy
404,066
+366,912
+988% +$7.32M ﹤0.01% 3149
2021
Q2
$1.32M Buy
37,154
+37,140
+265,286% +$1.32M ﹤0.01% 4928
2021
Q1
$1K Buy
+14
New +$1K ﹤0.01% 7359