Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
5,486
+412
+8% +$37K 0.01% 475
2025
Q1
$419K Sell
5,074
-15,142
-75% -$1.25M 0.01% 436
2024
Q4
$2.55M Buy
20,216
+13,076
+183% +$1.65M 0.04% 208
2024
Q3
$956K Sell
7,140
-2,306
-24% -$309K 0.02% 353
2024
Q2
$1.4M Sell
9,446
-410,531
-98% -$60.9M 0.03% 287
2024
Q1
$47.4M Buy
419,977
+416,898
+13,540% +$47M 0.83% 32
2023
Q4
$334K Hold
3,079
0.01% 538
2023
Q3
$309K Sell
3,079
-1,244
-29% -$125K 0.01% 554
2023
Q2
$481K Sell
4,323
-46,577
-92% -$5.19M 0.01% 444
2023
Q1
$5.47M Buy
50,900
+49,770
+4,404% +$5.35M 0.11% 129
2022
Q4
$98.7K Hold
1,130
﹤0.01% 574
2022
Q3
$85K Sell
1,130
-33,778
-97% -$2.54M ﹤0.01% 606
2022
Q2
$3.13M Buy
34,908
+33,368
+2,167% +$2.99M 0.09% 140
2022
Q1
$182K Buy
+1,540
New +$182K ﹤0.01% 367
2021
Q3
Sell
-1,136
Closed -$144K 453
2021
Q2
$144K Sell
1,136
-13,880
-92% -$1.76M ﹤0.01% 390
2021
Q1
$1.83M Buy
15,016
+1,897
+14% +$231K 0.06% 171
2020
Q4
$1.57M Buy
13,119
+13,080
+33,538% +$1.57M 0.05% 166
2020
Q3
$3K Sell
39
-6,743
-99% -$519K ﹤0.01% 412
2020
Q2
$573K Buy
6,782
+6,493
+2,247% +$549K 0.04% 207
2020
Q1
$16K Buy
289
+73
+34% +$4.04K ﹤0.01% 435
2019
Q4
$15K Buy
+216
New +$15K ﹤0.01% 472