Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Buy
21,482
+5,834
+37% +$171K ﹤0.01% 1424
2025
Q1
$447K Sell
15,648
-1,509
-9% -$43.1K ﹤0.01% 1480
2024
Q4
$553K Sell
17,157
-1,030
-6% -$33.2K ﹤0.01% 1450
2024
Q3
$634K Buy
18,187
+1,548
+9% +$54K ﹤0.01% 1410
2024
Q2
$476K Buy
16,639
+3,629
+28% +$104K ﹤0.01% 1447
2024
Q1
$378K Sell
13,010
-1,722
-12% -$50K ﹤0.01% 1444
2023
Q4
$485K Buy
14,732
+2,177
+17% +$71.7K ﹤0.01% 1397
2023
Q3
$322K Buy
+12,555
New +$322K ﹤0.01% 1429
2023
Q2
Sell
-14,462
Closed -$436K 1524
2023
Q1
$436K Buy
+14,462
New +$436K ﹤0.01% 1346
2014
Q4
Sell
-12,557
Closed -$256K 1056
2014
Q3
$256K Buy
12,557
+578
+5% +$11.8K 0.01% 982
2014
Q2
$269K Buy
11,979
+2,151
+22% +$48.3K ﹤0.01% 1190
2014
Q1
$229K Buy
+9,828
New +$229K ﹤0.01% 1160