Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Sell
15,972
-9,033
-36% -$270K 0.03% 245
2025
Q1
$720K Buy
25,005
+23,943
+2,255% +$690K 0.05% 221
2024
Q4
$35K Buy
+1,062
New +$35K ﹤0.01% 334
2024
Q3
Sell
-3,910
Closed -$121K 444
2024
Q2
$121K Buy
+3,910
New +$121K 0.01% 318
2024
Q1
Sell
-10,208
Closed -$384K 535
2023
Q4
$384K Buy
+10,208
New +$384K 0.02% 374
2022
Q4
Sell
-1,685
Closed -$69K 126
2022
Q3
$69K Buy
+1,685
New +$69K ﹤0.01% 819
2022
Q2
Sell
-1,793
Closed -$109K 1443
2022
Q1
$109K Buy
+1,793
New +$109K ﹤0.01% 645
2021
Q4
Sell
-4,403
Closed -$407K 1319
2021
Q3
$407K Buy
+4,403
New +$407K 0.01% 414
2021
Q2
Sell
-130
Closed -$17K 1344
2021
Q1
$17K Buy
+130
New +$17K ﹤0.01% 992
2020
Q4
Sell
-713
Closed -$46K 1239
2020
Q3
$46K Buy
713
+524
+277% +$33.8K ﹤0.01% 689
2020
Q2
$10K Buy
+189
New +$10K ﹤0.01% 972
2018
Q3
Sell
-33
Closed -$1K 877
2018
Q2
$1K Buy
+33
New +$1K ﹤0.01% 809