Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.97M Buy
117,378
+51,029
+77% +$1.72M ﹤0.01% 1817
2025
Q1
$1.65M Sell
66,349
-889
-1% -$22.2K ﹤0.01% 2081
2024
Q4
$2.87M Buy
67,238
+4,291
+7% +$183K ﹤0.01% 1878
2024
Q3
$1.16M Sell
62,947
-4,824
-7% -$88.6K ﹤0.01% 2328
2024
Q2
$783K Buy
67,771
+20,165
+42% +$233K ﹤0.01% 2485
2024
Q1
$804K Sell
47,606
-285
-0.6% -$4.81K ﹤0.01% 2113
2023
Q4
$1.72M Buy
47,891
+9,861
+26% +$354K ﹤0.01% 1764
2023
Q3
$646K Buy
+38,030
New +$646K ﹤0.01% 2179
2022
Q4
Sell
-4,800
Closed -$273K 2746
2022
Q3
$273K Buy
+4,800
New +$273K ﹤0.01% 2519
2021
Q3
Sell
-50,000
Closed -$4.37M 2780
2021
Q2
$4.37M Buy
+50,000
New +$4.37M ﹤0.01% 1434