Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49K Hold
5,085
﹤0.01% 816
2025
Q1
$51K Buy
+5,085
New +$51K ﹤0.01% 788
2024
Q4
Sell
-4,892
Closed -$57K 1386
2024
Q3
$57K Hold
4,892
﹤0.01% 694
2024
Q2
$55K Hold
4,892
﹤0.01% 689
2024
Q1
$60K Sell
4,892
-689
-12% -$8.45K ﹤0.01% 630
2023
Q4
$89K Buy
5,581
+1,252
+29% +$20K ﹤0.01% 549
2023
Q3
$58K Buy
4,329
+38
+0.9% +$509 ﹤0.01% 582
2023
Q2
$58K Hold
4,291
﹤0.01% 555
2023
Q1
$68K Hold
4,291
﹤0.01% 531
2022
Q4
$73K Sell
4,291
-24
-0.6% -$408 ﹤0.01% 558
2022
Q3
$57K Buy
4,315
+24
+0.6% +$317 ﹤0.01% 545
2022
Q2
$63K Buy
4,291
+136
+3% +$2K ﹤0.01% 518
2022
Q1
$83K Hold
4,155
0.01% 463
2021
Q4
$58K Sell
4,155
-143
-3% -$2K ﹤0.01% 550
2021
Q3
$60K Hold
4,298
﹤0.01% 550
2021
Q2
$98K Buy
4,298
+2,203
+105% +$50.2K 0.01% 452
2021
Q1
$36K Buy
+2,095
New +$36K ﹤0.01% 639
2014
Q1
Sell
-54,786
Closed -$835K 364
2013
Q4
$835K Sell
54,786
-2,338
-4% -$35.7K 0.23% 99
2013
Q3
$892K Buy
57,124
+54,459
+2,043% +$850K 0.27% 91
2013
Q2
$35K Buy
+2,665
New +$35K 0.01% 210