Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Sell
1,206
-493
-29% -$157K 0.01% 309
2025
Q1
$440K Sell
1,699
-783
-32% -$203K 0.01% 289
2024
Q4
$1M Buy
2,482
+27
+1% +$10.9K 0.02% 234
2024
Q3
$642K Sell
2,455
-40
-2% -$10.5K 0.01% 273
2024
Q2
$494K Sell
2,495
-730
-23% -$144K 0.01% 270
2024
Q1
$567K Buy
3,225
+2,185
+210% +$384K 0.01% 269
2023
Q4
$258K Sell
1,040
-850
-45% -$211K 0.02% 183
2023
Q3
$473K Hold
1,890
0.04% 136
2023
Q2
$495K Buy
+1,890
New +$495K 0.04% 142
2018
Q2
Sell
-16,200
Closed -$287K 180
2018
Q1
$287K Hold
16,200
0.04% 136
2017
Q4
$336K Hold
16,200
0.04% 129
2017
Q3
$368K Hold
16,200
0.04% 110
2017
Q2
$391K Buy
+16,200
New +$391K 0.05% 101