Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
2,394
-1,174
-33% -$66.2K ﹤0.01% 1042
2025
Q1
$195K Hold
3,568
﹤0.01% 1090
2024
Q4
$224K Buy
3,568
+1,304
+58% +$81.9K ﹤0.01% 1068
2024
Q3
$140K Hold
2,264
﹤0.01% 1095
2024
Q2
$141K Buy
2,264
+295
+15% +$18.4K ﹤0.01% 999
2024
Q1
$143K Buy
1,969
+320
+19% +$23.2K ﹤0.01% 967
2023
Q4
$122K Buy
1,649
+324
+24% +$24K ﹤0.01% 977
2023
Q3
$86K Buy
+1,325
New +$86K ﹤0.01% 1077
2020
Q2
Sell
-743
Closed -$28K 1290
2020
Q1
$28K Sell
743
-7,971
-91% -$300K ﹤0.01% 1235
2019
Q4
$639K Buy
8,714
+8,335
+2,199% +$611K ﹤0.01% 1039
2019
Q3
$31K Buy
379
+8
+2% +$654 ﹤0.01% 1418
2019
Q2
$30K Buy
371
+67
+22% +$5.42K ﹤0.01% 1392
2019
Q1
$21K Buy
+304
New +$21K ﹤0.01% 1371
2017
Q2
Sell
-6,328
Closed -$345K 1303
2017
Q1
$345K Buy
6,328
+4,664
+280% +$254K ﹤0.01% 1118
2016
Q4
$86K Sell
1,664
-387
-19% -$20K ﹤0.01% 1263
2016
Q3
$91K Hold
2,051
﹤0.01% 1233
2016
Q2
$85K Sell
2,051
-266
-11% -$11K ﹤0.01% 1183
2016
Q1
$101K Hold
2,317
﹤0.01% 1148
2015
Q4
$108K Hold
2,317
﹤0.01% 1108
2015
Q3
$104K Hold
2,317
﹤0.01% 1118
2015
Q2
$115K Hold
2,317
﹤0.01% 1232
2015
Q1
$119K Sell
2,317
-306
-12% -$15.7K ﹤0.01% 1201
2014
Q4
$109K Buy
+2,623
New +$109K ﹤0.01% 1306