Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
+11,017
New +$1.74M ﹤0.01% 247
2025
Q1
Sell
-2,677
Closed -$380K 1875
2024
Q4
$380K Sell
2,677
-569
-18% -$80.8K ﹤0.01% 953
2024
Q3
$487K Buy
+3,246
New +$487K ﹤0.01% 678
2024
Q2
Sell
-4,448
Closed -$605K 1747
2024
Q1
$605K Buy
4,448
+496
+13% +$67.5K ﹤0.01% 566
2023
Q4
$472K Sell
3,952
-939
-19% -$112K ﹤0.01% 721
2023
Q3
$479K Buy
4,891
+2,546
+109% +$249K ﹤0.01% 605
2023
Q2
$217K Buy
+2,345
New +$217K ﹤0.01% 822
2022
Q4
Hold
0
1564
2022
Q3
Hold
0
1726
2022
Q2
Hold
0
1764
2021
Q4
Sell
-4,446
Closed -$386K 2197
2021
Q3
$386K Buy
+4,446
New +$386K ﹤0.01% 1164
2018
Q4
Hold
0
1685
2018
Q3
Hold
0
1877
2017
Q4
Sell
-5,846
Closed -$259K 1835
2017
Q3
$259K Buy
+5,846
New +$259K ﹤0.01% 930