Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.8K Sell
279
-70,967
-100% -$19.5M ﹤0.01% 1575
2025
Q1
$13.1M Buy
71,246
+70,480
+9,201% +$13M 0.06% 160
2024
Q4
$151K Sell
766
-43,666
-98% -$8.6M ﹤0.01% 1589
2024
Q3
$9.26M Buy
+44,432
New +$9.26M 0.02% 277
2024
Q2
Sell
-28,568
Closed -$5.07M 2870
2024
Q1
$5.07M Sell
28,568
-14,181
-33% -$2.52M 0.01% 442
2023
Q4
$5.87M Sell
42,749
-6,008
-12% -$825K 0.01% 312
2023
Q3
$5.48M Buy
48,757
+14,661
+43% +$1.65M 0.01% 358
2023
Q2
$4M Buy
34,096
+19,303
+130% +$2.26M 0.01% 344
2023
Q1
$1.55M Buy
14,793
+5,945
+67% +$621K 0.02% 601
2022
Q4
$723K Buy
+8,848
New +$723K 0.01% 839
2022
Q3
Sell
-3,258
Closed -$288K 2593
2022
Q2
$288K Sell
3,258
-14,312
-81% -$1.27M 0.01% 1317
2022
Q1
$1.91M Buy
17,570
+14,885
+554% +$1.62M 0.05% 373
2021
Q4
$393K Buy
+2,685
New +$393K 0.01% 1081