Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
1,200
-694
-37% -$80.4K ﹤0.01% 1026
2025
Q1
$190K Sell
1,894
-22,018
-92% -$2.21M ﹤0.01% 1102
2024
Q4
$2.69M Buy
23,912
+22,651
+1,796% +$2.55M 0.01% 640
2024
Q3
$148K Buy
1,261
+274
+28% +$32.2K ﹤0.01% 1058
2024
Q2
$93K Hold
987
﹤0.01% 1217
2024
Q1
$91K Buy
987
+376
+62% +$34.7K ﹤0.01% 1170
2023
Q4
$47K Hold
611
﹤0.01% 1571
2023
Q3
$59K Buy
+611
New +$59K ﹤0.01% 1314
2018
Q4
Sell
-24,770
Closed -$1.77M 1318
2018
Q3
$1.77M Hold
24,770
0.01% 724
2018
Q2
$1.51M Buy
+24,770
New +$1.51M 0.01% 677
2014
Q1
Sell
-13,513
Closed -$952K 1295
2013
Q4
$952K Sell
13,513
-33,236
-71% -$2.34M 0.01% 682
2013
Q3
$2.99M Buy
46,749
+21,741
+87% +$1.39M 0.05% 409
2013
Q2
$1.25M Buy
+25,008
New +$1.25M 0.02% 616