Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Buy
8,983
+4,793
+114% +$105K ﹤0.01% 1132
2025
Q1
$82.1K Buy
4,190
+785
+23% +$15.4K ﹤0.01% 1419
2024
Q4
$53.4K Buy
+3,405
New +$53.4K ﹤0.01% 1638
2019
Q3
Sell
-15,224
Closed -$176K 517
2019
Q2
$176K Buy
15,224
+2,316
+18% +$26.8K 0.01% 491
2019
Q1
$157K Sell
12,908
-1,553
-11% -$18.9K 0.01% 430
2018
Q4
$154K Buy
14,461
+1,626
+13% +$17.3K 0.01% 406
2018
Q3
$166K Buy
12,835
+377
+3% +$4.88K 0.01% 445
2018
Q2
$178K Buy
12,458
+1,846
+17% +$26.4K 0.01% 447
2018
Q1
$180K Buy
10,612
+400
+4% +$6.79K 0.01% 430
2017
Q4
$189K Hold
10,212
0.01% 447
2017
Q3
$188K Hold
10,212
0.01% 419
2017
Q2
$178K Buy
+10,212
New +$178K 0.01% 426
2014
Q3
Sell
-11,479
Closed -$161K 409
2014
Q2
$161K Hold
11,479
0.02% 372
2014
Q1
$164K Sell
11,479
-2,163
-16% -$30.9K 0.02% 379
2013
Q4
$191K Sell
13,642
-3,628
-21% -$50.8K 0.02% 365
2013
Q3
$196K Hold
17,270
0.03% 324
2013
Q2
$157K Buy
+17,270
New +$157K 0.02% 296