Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Sell
3,581
-88
-2% -$8.87K 0.01% 629
2025
Q1
$384K Buy
3,669
+1,315
+56% +$138K 0.01% 495
2024
Q4
$299K Sell
2,354
-175
-7% -$22.2K 0.01% 536
2024
Q3
$355K Sell
2,529
-8
-0.3% -$1.12K 0.01% 500
2024
Q2
$320K Buy
2,537
+571
+29% +$72K 0.01% 503
2024
Q1
$292K Buy
+1,966
New +$292K 0.01% 541
2014
Q3
Sell
-1,604
Closed -$204K 499
2014
Q2
$204K Buy
+1,604
New +$204K 0.01% 483