Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
75,137
-179,399
-70% -$4.35M ﹤0.01% 3910
2025
Q1
$2.29M Sell
254,536
-10,107
-4% -$90.8K ﹤0.01% 3612
2024
Q4
$3.23M Buy
264,643
+168,389
+175% +$2.06M ﹤0.01% 3328
2024
Q3
$606K Buy
96,254
+81,063
+534% +$511K ﹤0.01% 3958
2024
Q2
$149K Buy
15,191
+7,691
+103% +$75.6K ﹤0.01% 4749
2024
Q1
$59.6K Buy
7,500
+7,426
+10,035% +$59K ﹤0.01% 5271
2023
Q4
$568 Sell
74
-5,346
-99% -$41K ﹤0.01% 7367
2023
Q3
$27.3K Sell
5,420
-1,420
-21% -$7.16K ﹤0.01% 5502
2023
Q2
$33.8K Buy
6,840
+6,135
+870% +$30.3K ﹤0.01% 5600
2023
Q1
$5.9K Sell
705
-92
-12% -$770 ﹤0.01% 6880
2022
Q4
$6.86K Buy
797
+541
+211% +$4.65K ﹤0.01% 7784
2022
Q3
$2K Hold
256
﹤0.01% 8647
2022
Q2
$4K Buy
256
+88
+52% +$1.38K ﹤0.01% 8054
2022
Q1
$8K Buy
+168
New +$8K ﹤0.01% 7632
2021
Q4
Sell
-303
Closed -$22K 9314
2021
Q3
$22K Sell
303
-374
-55% -$27.2K ﹤0.01% 5933
2021
Q2
$85K Sell
677
-5,320
-89% -$668K ﹤0.01% 4960
2021
Q1
$510K Buy
+5,997
New +$510K ﹤0.01% 3915