Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1923
2025
Q1
Sell
-7,364
Closed -$2.98M 1875
2024
Q4
$2.98M Buy
7,364
+7,018
+2,028% +$2.84M 0.01% 573
2024
Q3
$175K Buy
346
+124
+56% +$62.6K ﹤0.01% 1740
2024
Q2
$95.5K Sell
222
-3,244
-94% -$1.4M ﹤0.01% 2069
2024
Q1
$1.31M Buy
3,466
+1,868
+117% +$708K ﹤0.01% 926
2023
Q4
$518K Buy
1,598
+563
+54% +$182K ﹤0.01% 1151
2023
Q3
$325K Buy
+1,035
New +$325K ﹤0.01% 1309
2021
Q3
Sell
-5,035
Closed -$1.29K 1578
2021
Q2
$1.29K Sell
5,035
-3,185
-39% -$813 0.04% 335
2021
Q1
$2.03K Buy
+8,220
New +$2.03K 0.12% 131
2020
Q4
Sell
-4,609
Closed -$982K 939
2020
Q3
$982K Buy
4,609
+3,100
+205% +$660K 0.11% 234
2020
Q2
$327K Buy
+1,509
New +$327K 0.07% 313
2020
Q1
Hold
0
572
2019
Q4
Hold
0
704
2019
Q3
Hold
0
556
2019
Q2
Sell
-560
Closed -$102K 541
2019
Q1
$102K Buy
+560
New +$102K 0.02% 149