Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
+48,340
New +$604K ﹤0.01% 1806
2025
Q1
Sell
-139,648
Closed -$1.61M 2727
2024
Q4
$1.61M Buy
139,648
+74,411
+114% +$858K ﹤0.01% 1272
2024
Q3
$743K Buy
+65,237
New +$743K ﹤0.01% 1573
2023
Q3
Sell
-112,176
Closed -$634K 2428
2023
Q2
$634K Sell
112,176
-22,295
-17% -$126K ﹤0.01% 1488
2023
Q1
$961K Buy
+134,471
New +$961K ﹤0.01% 1184
2022
Q4
Sell
-11,121
Closed -$59K 2230
2022
Q3
$59K Buy
+11,121
New +$59K ﹤0.01% 1941
2022
Q1
Sell
-12,049
Closed -$82K 2181
2021
Q4
$82K Sell
12,049
-19,905
-62% -$135K ﹤0.01% 2345
2021
Q3
$252K Buy
31,954
+21,722
+212% +$171K ﹤0.01% 1708
2021
Q2
$101K Sell
10,232
-10,746
-51% -$106K ﹤0.01% 2411
2021
Q1
$170K Sell
20,978
-26,704
-56% -$216K ﹤0.01% 2217
2020
Q4
$343K Buy
+47,682
New +$343K ﹤0.01% 1769
2020
Q1
Sell
-26,866
Closed -$326K 1805
2019
Q4
$326K Buy
26,866
+3,466
+15% +$42.1K ﹤0.01% 1935
2019
Q3
$241K Sell
23,400
-51,058
-69% -$526K ﹤0.01% 1908
2019
Q2
$1.45M Buy
74,458
+22,161
+42% +$431K 0.01% 1013
2019
Q1
$1.25M Buy
52,297
+36,248
+226% +$867K 0.01% 983
2018
Q4
$369K Sell
16,049
-7,251
-31% -$167K ﹤0.01% 1391
2018
Q3
$687K Buy
23,300
+12,887
+124% +$380K 0.01% 1158
2018
Q2
$282K Buy
+10,413
New +$282K ﹤0.01% 1413