Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Sell
21,860
-25,866
-54% -$162K ﹤0.01% 4900
2025
Q1
$231K Buy
47,726
+16,678
+54% +$80.9K ﹤0.01% 4843
2024
Q4
$193K Sell
31,048
-4,705
-13% -$29.3K ﹤0.01% 5110
2024
Q3
$182K Buy
35,753
+5,144
+17% +$26.2K ﹤0.01% 5278
2024
Q2
$193K Buy
30,609
+19,500
+176% +$123K ﹤0.01% 5415
2024
Q1
$71.7K Buy
+11,109
New +$71.7K ﹤0.01% 5343
2023
Q2
Sell
-10,933
Closed -$83K 5472
2023
Q1
$83K Buy
+10,933
New +$83K ﹤0.01% 5005
2022
Q2
Sell
-19,328
Closed -$224K 5700
2022
Q1
$224K Buy
+19,328
New +$224K ﹤0.01% 4620
2021
Q2
Sell
-10,724
Closed -$102K 5298
2021
Q1
$102K Sell
10,724
-28,496
-73% -$271K ﹤0.01% 4559
2020
Q4
$463K Buy
+39,220
New +$463K ﹤0.01% 2825
2018
Q4
Sell
-20,106
Closed -$163K 3355
2018
Q3
$163K Buy
+20,106
New +$163K ﹤0.01% 3192
2013
Q4
Sell
-17,348
Closed -$262K 2191
2013
Q3
$262K Buy
+17,348
New +$262K ﹤0.01% 1934