Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
25,530
-4,593
-15% -$220K ﹤0.01% 1491
2025
Q1
$1.5M Buy
30,123
+18,170
+152% +$905K ﹤0.01% 1347
2024
Q4
$692K Buy
11,953
+8,869
+288% +$514K ﹤0.01% 1709
2024
Q3
$201K Buy
+3,084
New +$201K ﹤0.01% 2331
2024
Q2
Sell
-3,258
Closed -$207K 2676
2024
Q1
$207K Sell
3,258
-653
-17% -$41.6K ﹤0.01% 2464
2023
Q4
$217K Buy
+3,911
New +$217K ﹤0.01% 2455
2021
Q2
Sell
-15,265
Closed -$586K 2722
2021
Q1
$586K Sell
15,265
-102
-0.7% -$3.92K ﹤0.01% 1869
2020
Q4
$476K Sell
15,367
-673
-4% -$20.8K ﹤0.01% 1857
2020
Q3
$359K Buy
+16,040
New +$359K ﹤0.01% 1887