Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
3,398
-2,055
-38% -$30.2K ﹤0.01% 1610
2025
Q1
$57K Hold
5,453
﹤0.01% 1751
2024
Q4
$46K Buy
5,453
+2,830
+108% +$23.9K ﹤0.01% 1820
2024
Q3
$31K Buy
2,623
+1,021
+64% +$12.1K ﹤0.01% 1829
2024
Q2
$20K Hold
1,602
﹤0.01% 1839
2024
Q1
$29K Hold
1,602
﹤0.01% 1783
2023
Q4
$45K Hold
1,602
﹤0.01% 1607
2023
Q3
$30K Sell
1,602
-4,138
-72% -$77.5K ﹤0.01% 1789
2023
Q2
$237K Sell
5,740
-530
-8% -$21.9K ﹤0.01% 889
2023
Q1
$212K Buy
+6,270
New +$212K ﹤0.01% 951
2016
Q1
Sell
-11,372
Closed -$694K 1306
2015
Q4
$694K Hold
11,372
0.01% 710
2015
Q3
$731K Sell
11,372
-12,189
-52% -$784K 0.01% 674
2015
Q2
$1.42M Sell
23,561
-6,647
-22% -$401K 0.02% 645
2015
Q1
$1.8M Buy
+30,208
New +$1.8M 0.02% 577
2014
Q2
Sell
-492
Closed -$34K 1361
2014
Q1
$34K Buy
+492
New +$34K ﹤0.01% 1236