Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Buy
16,386
+13,520
+472% +$1.58M 0.06% 333
2025
Q1
$293K Hold
2,866
0.01% 849
2024
Q4
$274K Buy
2,866
+76
+3% +$7.27K 0.01% 895
2024
Q3
$264K Hold
2,790
0.01% 898
2024
Q2
$260K Hold
2,790
0.01% 863
2024
Q1
$242K Sell
2,790
-634
-19% -$55K 0.01% 895
2023
Q4
$254K Buy
3,424
+825
+32% +$61.2K 0.01% 903
2023
Q3
$163K Sell
2,599
-873
-25% -$54.8K 0.01% 1047
2023
Q2
$221K Hold
3,472
0.01% 817
2023
Q1
$195K Buy
3,472
+753
+28% +$42.3K 0.01% 899
2022
Q4
$159K Hold
2,719
0.01% 988
2022
Q3
$115K Sell
2,719
-687
-20% -$29.1K ﹤0.01% 1042
2022
Q2
$139K Hold
3,406
0.01% 998
2022
Q1
$171K Buy
+3,406
New +$171K 0.01% 972
2020
Q4
Sell
-3,826
Closed -$96K 978
2020
Q3
$96K Hold
3,826
﹤0.01% 759
2020
Q2
$118K Hold
3,826
0.01% 672
2020
Q1
$87K Buy
3,826
+1,734
+83% +$39.4K ﹤0.01% 730
2019
Q4
$129K Buy
+2,092
New +$129K 0.01% 755