Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1224
2025
Q1
Hold
0
1165
2024
Q4
Hold
0
782
2024
Q3
Hold
0
688
2024
Q2
Sell
-3,969
Closed -$156K 607
2024
Q1
$156K Buy
+3,969
New +$156K ﹤0.01% 163
2023
Q4
Hold
0
260
2023
Q3
Hold
0
299
2023
Q2
Sell
-139,617
Closed -$4.77M 272
2023
Q1
$4.77M Sell
139,617
-241,340
-63% -$8.24M ﹤0.01% 89
2022
Q4
$11.9M Sell
380,957
-115,365
-23% -$3.59M 0.01% 37
2022
Q3
$12.9M Sell
496,322
-147,005
-23% -$3.82M 0.01% 28
2022
Q2
$21M Buy
+643,327
New +$21M 0.02% 14
2022
Q1
Sell
-863,190
Closed -$24.9M 529
2021
Q4
$24.9M Buy
863,190
+569,723
+194% +$16.4M 0.02% 21
2021
Q3
$7.67M Buy
+293,467
New +$7.67M 0.01% 29
2021
Q2
Sell
-306,284
Closed -$8.93M 392
2021
Q1
$8.93M Buy
+306,284
New +$8.93M 0.01% 20