Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Sell
8,224
-37,083
-82% -$3.76M ﹤0.01% 621
2025
Q1
$4.74M Sell
45,307
-39,350
-46% -$4.12M 0.03% 296
2024
Q4
$9.27M Buy
+84,657
New +$9.27M 0.06% 238
2024
Q2
Sell
-85
Closed -$12.2K 1016
2024
Q1
$12.2K Buy
+85
New +$12.2K ﹤0.01% 849
2023
Q3
Sell
-10,600
Closed -$1.19M 996
2023
Q2
$1.19M Buy
+10,600
New +$1.19M 0.01% 499
2021
Q4
Sell
-45,000
Closed -$6.46M 1249
2021
Q3
$6.46M Buy
+45,000
New +$6.46M 0.02% 478
2017
Q4
Sell
-11,510
Closed -$112K 902
2017
Q3
$112K Buy
+11,510
New +$112K ﹤0.01% 1179