Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
1,611
-410
-20% -$29.5K ﹤0.01% 1106
2025
Q1
$153K Hold
2,021
﹤0.01% 1234
2024
Q4
$165K Buy
2,021
+468
+30% +$38.2K ﹤0.01% 1243
2024
Q3
$105K Buy
1,553
+356
+30% +$24.1K ﹤0.01% 1250
2024
Q2
$89K Hold
1,197
﹤0.01% 1239
2024
Q1
$94K Buy
1,197
+655
+121% +$51.4K ﹤0.01% 1155
2023
Q4
$34K Hold
542
﹤0.01% 1748
2023
Q3
$28K Buy
+542
New +$28K ﹤0.01% 1808
2015
Q3
Sell
-11,613
Closed -$112K 1344
2015
Q2
$112K Buy
+11,613
New +$112K ﹤0.01% 1234
2015
Q1
Sell
-10,636
Closed -$91K 1354
2014
Q4
$91K Buy
+10,636
New +$91K ﹤0.01% 1324
2014
Q3
Sell
-11,380
Closed -$103K 1290
2014
Q2
$103K Sell
11,380
-4,775
-30% -$43.2K ﹤0.01% 1202
2014
Q1
$148K Buy
+16,155
New +$148K ﹤0.01% 1045