Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Sell
1,931
-500
-21% -$37.9K 0.01% 339
2025
Q1
$182K Sell
2,431
-1,209
-33% -$90.7K 0.01% 279
2024
Q4
$278K Buy
3,640
+1,600
+78% +$122K 0.01% 263
2024
Q3
$159K Sell
2,040
-250
-11% -$19.5K 0.01% 289
2024
Q2
$163K Buy
2,290
+250
+12% +$17.8K 0.01% 283
2024
Q1
$166K Hold
2,040
0.01% 279
2023
Q4
$149K Buy
2,040
+1,000
+96% +$73.1K 0.01% 289
2023
Q3
$68.7K Sell
1,040
-108
-9% -$7.13K ﹤0.01% 329
2023
Q2
$85.2K Buy
+1,148
New +$85.2K ﹤0.01% 320
2022
Q4
$112K Buy
+1,467
New +$112K 0.04% 118
2016
Q1
Sell
-4,992
Closed -$205K 145
2015
Q4
$205K Buy
+4,992
New +$205K 0.03% 137