Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
12,562
-1,164
-8% -$50.7K ﹤0.01% 1012
2025
Q1
$648K Buy
13,726
+4,545
+50% +$215K 0.01% 917
2024
Q4
$449K Sell
9,181
-1,301
-12% -$63.6K ﹤0.01% 1051
2024
Q3
$573K Sell
10,482
-427
-4% -$23.3K ﹤0.01% 963
2024
Q2
$553K Buy
10,909
+536
+5% +$27.2K ﹤0.01% 934
2024
Q1
$600K Buy
+10,373
New +$600K 0.01% 918
2017
Q3
Sell
-218
Closed -$11K 1860
2017
Q2
$11K Sell
218
-999
-82% -$50.4K ﹤0.01% 2018
2017
Q1
$64K Sell
1,217
-28
-2% -$1.47K ﹤0.01% 1424
2016
Q4
$65K Buy
1,245
+31
+3% +$1.62K ﹤0.01% 1493
2016
Q3
$64K Buy
1,214
+214
+21% +$11.3K ﹤0.01% 1419
2016
Q2
$49K Hold
1,000
﹤0.01% 1425
2016
Q1
$48K Hold
1,000
﹤0.01% 1410
2015
Q4
$40K Hold
1,000
﹤0.01% 1485
2015
Q3
$37K Hold
1,000
﹤0.01% 1487
2015
Q2
$42K Hold
1,000
﹤0.01% 1502
2015
Q1
$45K Hold
1,000
﹤0.01% 1466
2014
Q4
$43K Hold
1,000
﹤0.01% 1485
2014
Q3
$39K Sell
1,000
-120
-11% -$4.68K ﹤0.01% 1511
2014
Q2
$48K Buy
1,120
+1,000
+833% +$42.9K ﹤0.01% 1421
2014
Q1
$4K Hold
120
﹤0.01% 1967
2013
Q4
$5K Buy
+120
New +$5K ﹤0.01% 1863