Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96K Sell
2,099
-895
-30% -$1.26K ﹤0.01% 3449
2025
Q1
$4.76K Buy
2,994
+1,485
+98% +$2.36K ﹤0.01% 3330
2024
Q4
$5.34K Sell
1,509
-1,246
-45% -$4.41K ﹤0.01% 3305
2024
Q3
$12.5K Buy
+2,755
New +$12.5K ﹤0.01% 3134
2024
Q2
Sell
-10,000
Closed -$33K 3748
2024
Q1
$33K Hold
10,000
﹤0.01% 2883
2023
Q4
$21.1K Hold
10,000
﹤0.01% 2956
2023
Q3
$21.2K Buy
+10,000
New +$21.2K ﹤0.01% 2986
2021
Q1
Sell
-10,418
Closed -$18K 2345
2020
Q4
$18K Hold
10,418
﹤0.01% 2321
2020
Q3
$20K Buy
+10,418
New +$20K ﹤0.01% 2284
2014
Q2
Sell
-14,738
Closed -$29K 2146
2014
Q1
$29K Buy
14,738
+1,808
+14% +$3.56K ﹤0.01% 2272
2013
Q4
$58K Sell
12,930
-11,101
-46% -$49.8K ﹤0.01% 2227
2013
Q3
$77K Sell
24,031
-10,580
-31% -$33.9K ﹤0.01% 2540
2013
Q2
$49K Buy
+34,611
New +$49K ﹤0.01% 2247