Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.6K Sell
11,031
-506,838
-98% -$669K ﹤0.01% 2677
2025
Q1
$601K Sell
517,869
-52,092
-9% -$60.4K ﹤0.01% 1802
2024
Q4
$1.19M Buy
569,961
+443,958
+352% +$928K ﹤0.01% 1425
2024
Q3
$205K Buy
+126,003
New +$205K ﹤0.01% 2164
2024
Q2
Sell
-35,760
Closed -$27.5K 2657
2024
Q1
$27.5K Sell
35,760
-225,395
-86% -$173K ﹤0.01% 2353
2023
Q4
$303K Buy
261,155
+246,563
+1,690% +$286K ﹤0.01% 1952
2023
Q3
$17.4K Buy
+14,592
New +$17.4K ﹤0.01% 2395
2023
Q2
Sell
-281,034
Closed -$433K 2546
2023
Q1
$433K Buy
+281,034
New +$433K ﹤0.01% 1536
2022
Q3
Sell
-94,375
Closed -$222K 2243
2022
Q2
$222K Sell
94,375
-57,731
-38% -$136K ﹤0.01% 1689
2022
Q1
$712K Sell
152,106
-437,587
-74% -$2.05M ﹤0.01% 1309
2021
Q4
$2.52M Buy
589,693
+515,217
+692% +$2.21M 0.01% 760
2021
Q3
$495K Buy
74,476
+21,248
+40% +$141K ﹤0.01% 1393
2021
Q2
$387K Sell
53,228
-156,681
-75% -$1.14M ﹤0.01% 1782
2021
Q1
$2.06M Buy
209,909
+169,478
+419% +$1.66M 0.01% 719
2020
Q4
$172K Buy
+40,431
New +$172K ﹤0.01% 2189
2016
Q2
Sell
-43
Closed -$5K 1198
2016
Q1
$5K Buy
+43
New +$5K ﹤0.01% 1110