Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
18,325
+8,871
+94% +$609K 0.01% 458
2025
Q1
$611K Buy
9,454
+2,538
+37% +$164K ﹤0.01% 554
2024
Q4
$731K Sell
6,916
-17
-0.2% -$1.8K 0.01% 533
2024
Q3
$699K Hold
6,933
0.01% 543
2024
Q2
$734K Buy
6,933
+3,137
+83% +$332K 0.01% 521
2024
Q1
$534K Sell
3,796
-3,235
-46% -$455K ﹤0.01% 584
2023
Q4
$859K Sell
7,031
-3,873
-36% -$473K 0.01% 497
2023
Q3
$834K Hold
10,904
0.01% 483
2023
Q2
$927K Sell
10,904
-1,640
-13% -$139K 0.01% 483
2023
Q1
$1.12M Hold
12,544
0.01% 454
2022
Q4
$885K Sell
12,544
-2,396
-16% -$169K 0.01% 502
2022
Q3
$669K Buy
14,940
+2,596
+21% +$116K 0.01% 528
2022
Q2
$702K Buy
+12,344
New +$702K 0.01% 534
2019
Q2
Sell
-53
Closed -$6K 1498
2019
Q1
$6K Hold
53
﹤0.01% 1646
2018
Q4
$5K Hold
53
﹤0.01% 1650
2018
Q3
$8K Sell
53
-5
-9% -$755 ﹤0.01% 1667
2018
Q2
$9K Buy
58
+5
+9% +$776 ﹤0.01% 1675
2018
Q1
$8K Hold
53
﹤0.01% 1683
2017
Q4
$7K Buy
+53
New +$7K ﹤0.01% 1752