Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
+11,754
New +$210K 0.03% 893
2024
Q4
Hold
0
2361
2024
Q3
Hold
0
2340
2024
Q2
Sell
-36,685
Closed -$282K 2229
2024
Q1
$282K Sell
36,685
-238
-0.6% -$1.83K ﹤0.01% 675
2023
Q4
$539K Buy
+36,923
New +$539K 0.01% 389
2023
Q3
Sell
-317,240
Closed -$4.26M 2070
2023
Q2
$4.26M Buy
317,240
+289,606
+1,048% +$3.89M 0.06% 56
2023
Q1
$307K Buy
+27,634
New +$307K 0.01% 585
2022
Q4
Hold
0
2078
2022
Q3
Hold
0
1996
2021
Q4
Sell
-7,990
Closed -$284K 1464
2021
Q3
$284K Buy
+7,990
New +$284K 0.01% 414