Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
1,881
-1,141
-38% -$84.3K ﹤0.01% 1025
2025
Q1
$236K Buy
3,022
+319
+12% +$24.9K ﹤0.01% 980
2024
Q4
$318K Buy
2,703
+811
+43% +$95.4K ﹤0.01% 920
2024
Q3
$204K Buy
1,892
+254
+16% +$27.4K ﹤0.01% 921
2024
Q2
$143K Hold
1,638
﹤0.01% 993
2024
Q1
$144K Buy
1,638
+20
+1% +$1.76K ﹤0.01% 959
2023
Q4
$120K Hold
1,618
﹤0.01% 984
2023
Q3
$92K Sell
1,618
-3,247
-67% -$185K ﹤0.01% 1045
2023
Q2
$307K Sell
4,865
-240
-5% -$15.1K ﹤0.01% 827
2023
Q1
$329K Sell
5,105
-243
-5% -$15.7K ﹤0.01% 844
2022
Q4
$269K Hold
5,348
﹤0.01% 886
2022
Q3
$192K Hold
5,348
﹤0.01% 975
2022
Q2
$195K Buy
+5,348
New +$195K ﹤0.01% 991
2020
Q1
Sell
-3,633
Closed -$120K 1274
2019
Q4
$120K Sell
3,633
-10,703
-75% -$354K ﹤0.01% 1345
2019
Q3
$439K Hold
14,336
﹤0.01% 1114
2019
Q2
$480K Hold
14,336
﹤0.01% 1069
2019
Q1
$441K Buy
+14,336
New +$441K ﹤0.01% 1117
2014
Q4
Sell
-8,073
Closed -$92K 1427
2014
Q3
$92K Hold
8,073
﹤0.01% 1155
2014
Q2
$80K Sell
8,073
-1,841
-19% -$18.2K ﹤0.01% 1234
2014
Q1
$123K Buy
+9,914
New +$123K ﹤0.01% 1087