Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
34,710
-7,100
-17% -$25.6K ﹤0.01% 867
2025
Q1
$119K Buy
41,810
+12,857
+44% +$36.6K 0.01% 840
2024
Q4
$71K Buy
28,953
+17,567
+154% +$43.1K ﹤0.01% 916
2024
Q3
$35K Buy
+11,386
New +$35K ﹤0.01% 803
2022
Q3
Sell
-88,692
Closed -$301K 1026
2022
Q2
$301K Buy
+88,692
New +$301K 0.02% 616
2017
Q1
Sell
-200
Closed 314
2016
Q4
$0 Buy
+200
New ﹤0.01% 505
2015
Q2
Sell
-4,613
Closed -$8K 192
2015
Q1
$8K Buy
+4,613
New +$8K ﹤0.01% 151
2014
Q4
Sell
-129,453
Closed -$263K 186
2014
Q3
$263K Buy
+129,453
New +$263K 0.03% 99
2014
Q2
Sell
-6,736
Closed -$18K 175
2014
Q1
$18K Buy
+6,736
New +$18K ﹤0.01% 135