Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Sell
3,416
-4
-0.1% -$681 ﹤0.01% 1016
2025
Q1
$399K Sell
3,420
-85
-2% -$9.92K ﹤0.01% 1148
2024
Q4
$477K Sell
3,505
-109
-3% -$14.8K ﹤0.01% 1189
2024
Q3
$445K Buy
3,614
+184
+5% +$22.7K ﹤0.01% 1200
2024
Q2
$367K Buy
3,430
+214
+7% +$22.9K ﹤0.01% 1225
2024
Q1
$300K Buy
3,216
+436
+16% +$40.7K ﹤0.01% 1325
2023
Q4
$211K Buy
+2,780
New +$211K ﹤0.01% 1478
2023
Q3
Sell
-2,370
Closed -$279K 1580
2023
Q2
$279K Buy
2,370
+111
+5% +$13.1K ﹤0.01% 1335
2023
Q1
$213K Buy
+2,259
New +$213K ﹤0.01% 1451
2014
Q4
Sell
-19,192
Closed -$588K 2058
2014
Q3
$588K Buy
+19,192
New +$588K ﹤0.01% 1154