Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.9K Buy
+643
New +$43.9K 0.06% 359
2024
Q4
Sell
-256,664
Closed -$41M 160
2024
Q3
$41M Buy
256,664
+250,998
+4,430% +$40.1M 1.47% 15
2024
Q2
$399K Hold
5,666
0.02% 84
2024
Q1
$451K Sell
5,666
-84,999
-94% -$6.77M 0.04% 27
2023
Q4
$8.13M Buy
90,665
+86,099
+1,886% +$7.72M 0.48% 32
2023
Q3
$450K Sell
4,566
-534
-10% -$52.6K 0.03% 45
2023
Q2
$521K Buy
5,100
+2,878
+130% +$294K ﹤0.01% 62
2023
Q1
$249K Buy
2,222
+460
+26% +$51.5K ﹤0.01% 65
2022
Q4
$164K Sell
1,762
-3,300
-65% -$307K ﹤0.01% 103
2022
Q3
$396K Buy
5,062
+1,370
+37% +$107K 0.01% 68
2022
Q2
$329K Hold
3,692
0.01% 55
2022
Q1
$442K Buy
3,692
+1,300
+54% +$156K 0.01% 89
2021
Q4
$395K Buy
2,392
+1,160
+94% +$192K 0.01% 130
2021
Q3
$184K Buy
1,232
+466
+61% +$69.6K ﹤0.01% 245
2021
Q2
$121K Sell
766
-4,200
-85% -$663K ﹤0.01% 267
2021
Q1
$685K Buy
4,966
+2,213
+80% +$305K 0.01% 300
2020
Q4
$359K Buy
+2,753
New +$359K ﹤0.01% 339
2019
Q3
Sell
-2,500
Closed -$202K 321
2019
Q2
$202K Hold
2,500
﹤0.01% 339
2019
Q1
$199K Hold
2,500
﹤0.01% 458
2018
Q4
$154K Sell
2,500
-4,677
-65% -$288K ﹤0.01% 358
2018
Q3
$602K Buy
7,177
+6,880
+2,316% +$577K 0.01% 411
2018
Q2
$27K Buy
+297
New +$27K ﹤0.01% 337
2018
Q1
Sell
-62,000
Closed -$5.26M 179
2017
Q4
$5.26M Buy
+62,000
New +$5.26M 0.12% 93