Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
23,072
+2,480
+12% +$26.9K 0.1% 77
2025
Q1
$207K Sell
20,592
-47
-0.2% -$471 0.09% 87
2024
Q4
$204K Sell
20,639
-10,386
-33% -$103K 0.08% 80
2024
Q3
$328K Buy
31,025
+4,800
+18% +$50.7K 0.13% 66
2024
Q2
$329K Hold
26,225
0.14% 61
2024
Q1
$348K Sell
26,225
-6,000
-19% -$79.7K 0.15% 53
2023
Q4
$393K Buy
32,225
+10,150
+46% +$124K 0.19% 55
2023
Q3
$274K Buy
22,075
+5,175
+31% +$64.3K 0.15% 61
2023
Q2
$256K Buy
+16,900
New +$256K 0.13% 61
2017
Q3
Sell
-91,462
Closed -$1.02M 49
2017
Q2
$1.02M Sell
91,462
-105,124
-53% -$1.18M 0.9% 33
2017
Q1
$2.29M Buy
+196,586
New +$2.29M 2.04% 24