Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.11M Buy
41,776
+23,080
+123% +$1.72M 0.01% 504
2025
Q1
$1.27M Buy
+18,696
New +$1.27M 0.01% 758
2024
Q4
Sell
-1,373
Closed -$89.4K 2226
2024
Q3
$89.4K Sell
1,373
-18,222
-93% -$1.19M ﹤0.01% 1905
2024
Q2
$1.05M Sell
19,595
-16,429
-46% -$883K ﹤0.01% 1100
2024
Q1
$1.9M Buy
+36,024
New +$1.9M ﹤0.01% 793
2023
Q4
Hold
0
2396
2023
Q3
Hold
0
2456
2023
Q2
Hold
0
2288
2023
Q1
Hold
0
2300
2020
Q1
Sell
-2,890
Closed -$104K 641
2019
Q4
$104K Buy
2,890
+2,090
+261% +$75.2K 0.01% 466
2019
Q3
$31K Sell
800
-1,300
-62% -$50.4K ﹤0.01% 387
2019
Q2
$83K Buy
2,100
+1,300
+163% +$51.4K 0.01% 277
2019
Q1
$30K Buy
+800
New +$30K ﹤0.01% 268