Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
53,206
+646
+1% +$4.68K ﹤0.01% 1565
2025
Q1
$346K Buy
52,560
+6,365
+14% +$41.9K ﹤0.01% 1541
2024
Q4
$272K Sell
46,195
-23,640
-34% -$139K ﹤0.01% 1641
2024
Q3
$446K Sell
69,835
-1,273
-2% -$8.13K 0.01% 1390
2024
Q2
$436K Buy
+71,108
New +$436K 0.01% 1373
2019
Q1
Sell
-46,037
Closed -$183K 925
2018
Q4
$183K Sell
46,037
-7,116
-13% -$28.3K 0.01% 826
2018
Q3
$293K Buy
53,153
+1,868
+4% +$10.3K 0.01% 776
2018
Q2
$253K Buy
51,285
+11,229
+28% +$55.4K 0.01% 798
2018
Q1
$221K Buy
+40,056
New +$221K 0.01% 782
2013
Q3
Sell
-17,955
Closed -$82K 444
2013
Q2
$82K Buy
+17,955
New +$82K 0.01% 389