Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
14,439
+8
+0.1% +$55 ﹤0.01% 1562
2025
Q1
$81K Buy
14,431
+2,505
+21% +$14.1K ﹤0.01% 1526
2024
Q4
$67.3K Hold
11,926
﹤0.01% 1517
2024
Q3
$72.7K Hold
11,926
﹤0.01% 1470
2024
Q2
$76.2K Sell
11,926
-685
-5% -$4.38K ﹤0.01% 1396
2024
Q1
$114K Buy
+12,611
New +$114K ﹤0.01% 1383
2020
Q2
Sell
-15,240
Closed -$32K 1270
2020
Q1
$32K Hold
15,240
﹤0.01% 1166
2019
Q4
$58K Hold
15,240
﹤0.01% 1254
2019
Q3
$60K Buy
15,240
+500
+3% +$1.97K ﹤0.01% 1230
2019
Q2
$62K Buy
+14,740
New +$62K ﹤0.01% 1276
2017
Q1
Sell
-29,280
Closed -$226K 1297
2016
Q4
$226K Buy
+29,280
New +$226K 0.01% 1113
2014
Q4
Sell
-45,371
Closed -$526K 1416
2014
Q3
$526K Sell
45,371
-18,996
-30% -$220K 0.02% 831
2014
Q2
$758K Sell
64,367
-79,941
-55% -$941K 0.02% 712
2014
Q1
$1.56M Buy
+144,308
New +$1.56M 0.05% 450