Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Hold
641
0.01% 270
2025
Q1
$132K Sell
641
-487
-43% -$100K 0.01% 270
2024
Q4
$206K Buy
1,128
+408
+57% +$74.5K 0.01% 227
2024
Q3
$148K Hold
720
0.01% 269
2024
Q2
$126K Buy
720
+100
+16% +$17.5K 0.01% 278
2024
Q1
$106K Buy
620
+100
+19% +$17.2K 0.01% 291
2023
Q4
$78.3K Hold
520
0.01% 327
2023
Q3
$62.5K Hold
520
0.01% 338
2023
Q2
$64.6K Buy
520
+340
+189% +$42.3K 0.01% 332
2023
Q1
$20.8K Hold
180
﹤0.01% 471
2022
Q4
$20.3K Sell
180
-100
-36% -$11.3K ﹤0.01% 446
2022
Q3
$27K Hold
280
﹤0.01% 420
2022
Q2
$26K Sell
280
-88
-24% -$8.17K ﹤0.01% 408
2022
Q1
$39K Buy
+368
New +$39K ﹤0.01% 362
2021
Q4
Sell
-236
Closed -$22K 178
2021
Q3
$22K Buy
+236
New +$22K ﹤0.01% 399
2016
Q3
Sell
-1,200
Closed -$29K 466
2016
Q2
$29K Hold
1,200
0.01% 272
2016
Q1
$27K Hold
1,200
0.01% 243
2015
Q4
$27K Sell
1,200
-7,520
-86% -$169K 0.01% 238
2015
Q3
$187K Hold
8,720
0.05% 94
2015
Q2
$184K Hold
8,720
0.05% 96
2015
Q1
$178K Hold
8,720
0.04% 91
2014
Q4
$171K Buy
8,720
+84
+1% +$1.65K 0.05% 98
2014
Q3
$129K Hold
8,636
0.04% 120
2014
Q2
$129K Hold
8,636
0.04% 116
2014
Q1
$129K Hold
8,636
0.04% 122
2013
Q4
$129K Buy
8,636
+96
+1% +$1.43K 0.05% 112
2013
Q3
$127K Buy
8,540
+400
+5% +$5.95K 0.07% 109
2013
Q2
$121K Buy
+8,140
New +$121K 0.07% 108