Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Buy
41,690
+16,314
+64% +$913K 0.01% 587
2025
Q1
$549K Sell
25,376
-27,594
-52% -$597K ﹤0.01% 1045
2024
Q4
$1.12M Buy
+52,970
New +$1.12M ﹤0.01% 899
2024
Q2
Sell
-204,516
Closed -$2.34M 3027
2024
Q1
$2.34M Buy
204,516
+12,836
+7% +$147K ﹤0.01% 720
2023
Q4
$2.02M Buy
191,680
+139,456
+267% +$1.47M ﹤0.01% 640
2023
Q3
$541K Buy
52,224
+23,296
+81% +$241K ﹤0.01% 1120
2023
Q2
$302K Buy
28,928
+16,128
+126% +$168K ﹤0.01% 1183
2023
Q1
$130K Hold
12,800
﹤0.01% 1458
2022
Q4
$127K Hold
12,800
﹤0.01% 1490
2022
Q3
$125K Hold
12,800
﹤0.01% 1609
2022
Q2
$124K Hold
12,800
﹤0.01% 1651
2022
Q1
$125K Hold
12,800
﹤0.01% 1627
2021
Q4
$126K Hold
12,800
﹤0.01% 1562
2021
Q3
$126 Buy
+12,800
New +$126 ﹤0.01% 1254