Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2M Buy
57,983
+55,916
+2,705% +$9.87M 0.77% 38
2025
Q1
$70K Hold
2,067
0.01% 209
2024
Q4
$61K Sell
2,067
-506
-20% -$14.9K ﹤0.01% 236
2024
Q3
$81K Hold
2,573
0.01% 191
2024
Q2
$93K Hold
2,573
0.01% 181
2024
Q1
$97K Hold
2,573
0.01% 184
2023
Q4
$91K Sell
2,573
-233
-8% -$8.24K 0.01% 174
2023
Q3
$109K Sell
2,806
-23
-0.8% -$893 0.01% 161
2023
Q2
$100K Sell
2,829
-66
-2% -$2.33K 0.01% 177
2023
Q1
$110K Hold
2,895
0.01% 166
2022
Q4
$101K Buy
2,895
+322
+13% +$11.2K 0.01% 165
2022
Q3
$73K Hold
2,573
0.01% 166
2022
Q2
$73K Sell
2,573
-175
-6% -$4.97K 0.01% 161
2022
Q1
$81K Hold
2,748
0.01% 162
2021
Q4
$73K Hold
2,748
0.01% 175
2021
Q3
$75K Hold
2,748
0.01% 171
2021
Q2
$73K Hold
2,748
0.01% 166
2021
Q1
$67K Hold
2,748
0.01% 168
2020
Q4
$56K Hold
2,748
0.01% 167
2020
Q3
$48K Buy
+2,748
New +$48K 0.01% 125
2020
Q1
$74K Hold
3,032
0.01% 109
2019
Q4
$114K Sell
3,032
-1,943
-39% -$73.1K 0.02% 113
2019
Q3
$189K Buy
+4,975
New +$189K 0.03% 81
2019
Q2
Sell
-992
Closed -$43K 137
2019
Q1
$43K Buy
+992
New +$43K 0.01% 137
2017
Q3
Sell
-3,785
Closed -$116K 118
2017
Q2
$116K Buy
+3,785
New +$116K 0.03% 93
2015
Q3
Sell
-3,201
Closed -$108K 116
2015
Q2
$108K Buy
3,201
+531
+20% +$17.9K 0.03% 76
2015
Q1
$87K Buy
2,670
+610
+30% +$19.9K 0.03% 74
2014
Q4
$65K Buy
+2,060
New +$65K 0.02% 92