Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.55M Buy
52,973
+43,979
+489% +$2.95M ﹤0.01% 130
2025
Q1
$399K Sell
8,994
-217
-2% -$9.62K ﹤0.01% 770
2024
Q4
$382K Buy
+9,211
New +$382K ﹤0.01% 952
2024
Q3
Sell
-8,832
Closed -$366K 2144
2024
Q2
$366K Buy
+8,832
New +$366K ﹤0.01% 766
2024
Q1
Sell
-10,802
Closed -$367K 2062
2023
Q4
$367K Buy
+10,802
New +$367K ﹤0.01% 811
2023
Q3
Hold
0
2019
2022
Q3
Sell
-5,665
Closed -$201K 2100
2022
Q2
$201K Sell
5,665
-2,300
-29% -$81.6K ﹤0.01% 886
2022
Q1
$399K Buy
7,965
+2,996
+60% +$150K ﹤0.01% 858
2021
Q4
$225K Buy
+4,969
New +$225K ﹤0.01% 1264
2021
Q2
Hold
0
2495
2021
Q1
Hold
0
2404