Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
3,260
+649
+25% +$110K 0.07% 392
2025
Q1
$403K Buy
+2,611
New +$403K 0.06% 441
2024
Q4
Sell
-3,341
Closed -$580K 1984
2024
Q3
$580K Sell
3,341
-8,470
-72% -$1.47M 0.01% 394
2024
Q2
$2.03M Buy
11,811
+9,475
+406% +$1.63M 0.02% 187
2024
Q1
$609K Buy
+2,336
New +$609K 0.01% 388
2023
Q4
Sell
-3,626
Closed -$616K 1883
2023
Q3
$616K Buy
+3,626
New +$616K 0.01% 361
2023
Q2
Sell
-1,975
Closed -$452K 1684
2023
Q1
$452K Sell
1,975
-647
-25% -$148K 0.01% 431
2022
Q4
$504K Buy
+2,622
New +$504K 0.02% 319
2022
Q3
Hold
0
1720
2020
Q1
Sell
-2,107
Closed -$327K 1067
2019
Q4
$327K Buy
+2,107
New +$327K ﹤0.01% 373