Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
40,504
-22,325
-36% -$178K ﹤0.01% 4482
2025
Q1
$594K Buy
62,829
+5,436
+9% +$51.4K ﹤0.01% 4161
2024
Q4
$588K Buy
57,393
+20,421
+55% +$209K ﹤0.01% 4210
2024
Q3
$511K Sell
36,972
-2,609
-7% -$36K ﹤0.01% 4107
2024
Q2
$552K Sell
39,581
-42,578
-52% -$594K ﹤0.01% 3902
2024
Q1
$898K Buy
82,159
+54,647
+199% +$597K ﹤0.01% 3685
2023
Q4
$331K Buy
+27,512
New +$331K ﹤0.01% 4124
2016
Q3
Sell
-10,785
Closed -$47K 4649
2016
Q2
$47K Sell
10,785
-3,469
-24% -$15.1K ﹤0.01% 4285
2016
Q1
$44K Sell
14,254
-5,032
-26% -$15.5K ﹤0.01% 4247
2015
Q4
$64K Sell
19,286
-643
-3% -$2.13K ﹤0.01% 4116
2015
Q3
$60K Buy
19,929
+3,271
+20% +$9.85K ﹤0.01% 4299
2015
Q2
$47K Sell
16,658
-8,580
-34% -$24.2K ﹤0.01% 4439
2015
Q1
$69K Sell
25,238
-24,663
-49% -$67.4K ﹤0.01% 4227
2014
Q4
$122K Buy
+49,901
New +$122K ﹤0.01% 4194