Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.4K Hold
3,163
﹤0.01% 926
2025
Q1
$9.08K Buy
3,163
+410
+15% +$1.18K ﹤0.01% 870
2024
Q4
$6.72K Hold
2,753
﹤0.01% 949
2024
Q3
$8.48K Buy
2,753
+173
+7% +$533 ﹤0.01% 848
2024
Q2
$6.97K Hold
2,580
﹤0.01% 872
2024
Q1
$6.73K Buy
2,580
+478
+23% +$1.25K ﹤0.01% 906
2023
Q4
$6.64K Buy
+2,102
New +$6.64K ﹤0.01% 915
2023
Q1
Sell
-2,826,147
Closed -$10.1M 983
2022
Q4
$10.1M Buy
2,826,147
+361,765
+15% +$1.29M 0.06% 255
2022
Q3
$7.91M Buy
+2,464,382
New +$7.91M 0.04% 300
2022
Q1
Sell
-16,000
Closed -$63K 1174
2021
Q4
$63K Sell
16,000
-9,779
-38% -$38.5K ﹤0.01% 1197
2021
Q3
$88K Buy
25,779
+4,339
+20% +$14.8K ﹤0.01% 1166
2021
Q2
$90K Buy
21,440
+9,679
+82% +$40.6K ﹤0.01% 834
2021
Q1
$51K Sell
11,761
-2,416
-17% -$10.5K ﹤0.01% 1050
2020
Q4
$79K Buy
+14,177
New +$79K ﹤0.01% 1019
2018
Q2
Sell
-247,400
Closed -$710K 875
2018
Q1
$710K Buy
+247,400
New +$710K ﹤0.01% 634