Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Sell
50,258
-1,266
-2% -$13.6K ﹤0.01% 3125
2025
Q1
$569K Sell
51,524
-13,631
-21% -$151K ﹤0.01% 3092
2024
Q4
$823K Sell
65,155
-651
-1% -$8.22K ﹤0.01% 2985
2024
Q3
$569K Buy
65,806
+8,913
+16% +$77K ﹤0.01% 3163
2024
Q2
$468K Buy
56,893
+13,215
+30% +$109K ﹤0.01% 3280
2024
Q1
$390K Buy
43,678
+21,001
+93% +$188K ﹤0.01% 3425
2023
Q4
$215K Buy
22,677
+8,726
+63% +$82.7K ﹤0.01% 3537
2023
Q3
$92.4K Sell
13,951
-216
-2% -$1.43K ﹤0.01% 3713
2023
Q2
$108K Buy
+14,167
New +$108K ﹤0.01% 3696
2019
Q1
Sell
-10,987
Closed -$126K 3675
2018
Q4
$126K Buy
+10,987
New +$126K ﹤0.01% 3586
2015
Q4
Sell
-17,406
Closed -$153K 3717
2015
Q3
$153K Sell
17,406
-6,411
-27% -$56.4K ﹤0.01% 3639
2015
Q2
$278K Sell
23,817
-2,659
-10% -$31K ﹤0.01% 3602
2015
Q1
$327K Sell
26,476
-4,905
-16% -$60.6K ﹤0.01% 3504
2014
Q4
$284K Sell
31,381
-1,910
-6% -$17.3K ﹤0.01% 3522
2014
Q3
$322K Sell
33,291
-6,015
-15% -$58.2K ﹤0.01% 3478
2014
Q2
$455K Sell
39,306
-1,208
-3% -$14K ﹤0.01% 3388
2014
Q1
$334K Buy
40,514
+24,412
+152% +$201K ﹤0.01% 3547
2013
Q4
$144K Buy
+16,102
New +$144K ﹤0.01% 3922
2013
Q3
Sell
-1,277
Closed -$8K 4307
2013
Q2
$8K Buy
+1,277
New +$8K ﹤0.01% 4199