Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30K Buy
617
+266
+76% +$12.9K ﹤0.01% 1450
2025
Q1
$17K Buy
351
+49
+16% +$2.37K ﹤0.01% 1592
2024
Q4
$18K Buy
302
+224
+287% +$13.4K ﹤0.01% 1554
2024
Q3
$5K Buy
78
+7
+10% +$449 ﹤0.01% 1927
2024
Q2
$5K Hold
71
﹤0.01% 1691
2024
Q1
$5K Buy
71
+3
+4% +$211 ﹤0.01% 1716
2023
Q4
$4K Sell
68
-614
-90% -$36.1K ﹤0.01% 1831
2023
Q3
$40K Buy
682
+395
+138% +$23.2K ﹤0.01% 1376
2023
Q2
$18K Buy
287
+114
+66% +$7.15K ﹤0.01% 1539
2023
Q1
$10K Hold
173
﹤0.01% 1480
2022
Q4
$9K Buy
173
+90
+108% +$4.68K ﹤0.01% 1454
2022
Q3
$4K Buy
+83
New +$4K ﹤0.01% 1768
2022
Q1
Sell
-158
Closed -$8K 1893
2021
Q4
$8K Sell
158
-825
-84% -$41.8K ﹤0.01% 1470
2021
Q3
$39K Buy
+983
New +$39K ﹤0.01% 1105
2014
Q4
Sell
-300,000
Closed -$5.65M 1517
2014
Q3
$5.65M Hold
300,000
0.03% 237
2014
Q2
$7.16M Buy
+300,000
New +$7.16M 0.04% 195
2014
Q1
Sell
-225,000
Closed -$7.18M 1338
2013
Q4
$7.18M Sell
225,000
-150,000
-40% -$4.78M 0.05% 183
2013
Q3
$12.2M Hold
375,000
0.1% 144
2013
Q2
$12.2M Buy
+375,000
New +$12.2M 0.11% 130