Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Buy
1,369
+653
+91% +$6.68K ﹤0.01% 780
2025
Q1
$9K Buy
716
+354
+98% +$4.45K ﹤0.01% 820
2024
Q4
$5K Sell
362
-143
-28% -$1.98K ﹤0.01% 862
2024
Q3
$10K Buy
505
+93
+23% +$1.84K ﹤0.01% 769
2024
Q2
$7K Buy
412
+10
+2% +$170 ﹤0.01% 794
2024
Q1
$7K Hold
402
﹤0.01% 770
2023
Q4
$8K Buy
402
+122
+44% +$2.43K ﹤0.01% 722
2023
Q3
$4K Sell
280
-128
-31% -$1.83K ﹤0.01% 807
2023
Q2
$8K Buy
+408
New +$8K ﹤0.01% 653
2022
Q3
Sell
-120
Closed -$3K 407
2022
Q2
$3K Buy
120
+50
+71% +$1.25K ﹤0.01% 666
2022
Q1
$2K Buy
+70
New +$2K ﹤0.01% 677
2013
Q4
Sell
-383,804
Closed -$5.1M 222
2013
Q3
$5.1M Sell
383,804
-8,346
-2% -$111K 0.16% 142
2013
Q2
$4.7M Buy
+392,150
New +$4.7M 0.17% 141