Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
+2,371
New +$372K 0.02% 622
2024
Q4
$348K Sell
2,436
-82
-3% -$11.7K 0.01% 816
2024
Q3
$376K Hold
2,518
0.01% 849
2024
Q2
$326K Sell
2,518
-198
-7% -$25.6K 0.01% 992
2024
Q1
$267K Buy
2,716
+144
+6% +$14.1K 0.01% 1101
2023
Q4
$307K Sell
2,572
-144
-5% -$17.2K 0.01% 1048
2023
Q3
$267K Buy
2,716
+118
+5% +$11.6K 0.01% 1101
2023
Q2
$243K Hold
2,598
0.01% 1237
2023
Q1
$225K Buy
2,598
+108
+4% +$9.35K 0.01% 1235
2022
Q4
$202K Buy
+2,490
New +$202K 0.01% 1264
2015
Q1
Sell
-990
Closed -$40 1267
2014
Q4
$40 Buy
+990
New +$40 ﹤0.01% 2199
2014
Q3
Sell
-517
Closed -$24.9K 1267
2014
Q2
$24.9K Buy
+517
New +$24.9K 0.01% 1372