Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-51,574
Closed -$90.8K 5964
2025
Q1
$90.8K Buy
51,574
+6,617
+15% +$11.6K ﹤0.01% 5218
2024
Q4
$97.6K Sell
44,957
-35,532
-44% -$77.1K ﹤0.01% 5342
2024
Q3
$178K Sell
80,489
-45,093
-36% -$99.7K ﹤0.01% 5287
2024
Q2
$252K Buy
+125,582
New +$252K ﹤0.01% 5188
2024
Q1
Sell
-52,468
Closed -$126K 6042
2023
Q4
$126K Buy
+52,468
New +$126K ﹤0.01% 5191
2023
Q1
Sell
-21,785
Closed -$38.1K 5866
2022
Q4
$38.1K Buy
+21,785
New +$38.1K ﹤0.01% 4939
2014
Q2
Sell
-3,085
Closed -$11K 2532
2014
Q1
$11K Buy
+3,085
New +$11K ﹤0.01% 2349