Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Sell
6,396
-5,802
-48% -$28.1K ﹤0.01% 1698
2025
Q1
$106K Buy
12,198
+3,734
+44% +$32.4K ﹤0.01% 1450
2024
Q4
$103K Buy
8,464
+2,379
+39% +$29K ﹤0.01% 1539
2024
Q3
$102K Hold
6,085
﹤0.01% 1273
2024
Q2
$95K Buy
6,085
+1,693
+39% +$26.4K ﹤0.01% 1202
2024
Q1
$69K Hold
4,392
﹤0.01% 1341
2023
Q4
$88K Hold
4,392
﹤0.01% 1132
2023
Q3
$81K Buy
+4,392
New +$81K ﹤0.01% 1098
2020
Q1
Sell
-14,086
Closed -$460K 1386
2019
Q4
$460K Hold
14,086
﹤0.01% 1120
2019
Q3
$480K Hold
14,086
﹤0.01% 1092
2019
Q2
$437K Hold
14,086
﹤0.01% 1094
2019
Q1
$404K Buy
+14,086
New +$404K ﹤0.01% 1129
2018
Q2
Sell
-2,760
Closed -$92K 1318
2018
Q1
$92K Buy
+2,760
New +$92K ﹤0.01% 1187