Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,627
Closed -$39K 1734
2025
Q1
$39K Hold
2,627
﹤0.01% 1829
2024
Q4
$70K Buy
2,627
+1,132
+76% +$30.2K ﹤0.01% 1730
2024
Q3
$38K Hold
1,495
﹤0.01% 1795
2024
Q2
$49K Hold
1,495
﹤0.01% 1629
2024
Q1
$50K Buy
1,495
+69
+5% +$2.31K ﹤0.01% 1556
2023
Q4
$50K Hold
1,426
﹤0.01% 1521
2023
Q3
$49K Sell
1,426
-2,121
-60% -$72.9K ﹤0.01% 1461
2023
Q2
$147K Sell
3,547
-634
-15% -$26.3K ﹤0.01% 1044
2023
Q1
$161K Hold
4,181
﹤0.01% 1051
2022
Q4
$134K Hold
4,181
﹤0.01% 1095
2022
Q3
$108K Hold
4,181
﹤0.01% 1156
2022
Q2
$116K Buy
+4,181
New +$116K ﹤0.01% 1168
2015
Q1
Sell
-1,216
Closed -$14K 1360
2014
Q4
$14K Hold
1,216
﹤0.01% 1416
2014
Q3
$15K Buy
+1,216
New +$15K ﹤0.01% 1263
2014
Q1
Sell
-3,465
Closed -$36K 1302
2013
Q4
$36K Hold
3,465
﹤0.01% 1254
2013
Q3
$38K Buy
+3,465
New +$38K ﹤0.01% 1195