Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Buy
4,660
+169
+4% +$5.92K ﹤0.01% 3336
2025
Q1
$170K Sell
4,491
-84
-2% -$3.19K ﹤0.01% 3188
2024
Q4
$235K Hold
4,575
﹤0.01% 3111
2024
Q3
$234K Buy
4,575
+235
+5% +$12K ﹤0.01% 3158
2024
Q2
$199K Sell
4,340
-24
-0.5% -$1.1K ﹤0.01% 3229
2024
Q1
$207K Buy
4,364
+368
+9% +$17.4K ﹤0.01% 3158
2023
Q4
$190K Buy
3,996
+97
+2% +$4.61K ﹤0.01% 3215
2023
Q3
$174K Buy
3,899
+5
+0.1% +$223 ﹤0.01% 3232
2023
Q2
$204K Buy
+3,894
New +$204K ﹤0.01% 3235
2016
Q3
Sell
-3,016
Closed -$315K 2943
2016
Q2
$315K Buy
3,016
+22
+0.7% +$2.3K ﹤0.01% 2499
2016
Q1
$349K Buy
2,994
+100
+3% +$11.7K ﹤0.01% 2450
2015
Q4
$332K Buy
2,894
+28
+1% +$3.21K ﹤0.01% 2515
2015
Q3
$298K Hold
2,866
﹤0.01% 2541
2015
Q2
$323K Sell
2,866
-1,200
-30% -$135K ﹤0.01% 2611
2015
Q1
$463K Buy
4,066
+66
+2% +$7.52K ﹤0.01% 2343
2014
Q4
$416K Hold
4,000
﹤0.01% 2388
2014
Q3
$402K Sell
4,000
-200
-5% -$20.1K ﹤0.01% 2354
2014
Q2
$458K Hold
4,200
﹤0.01% 2338
2014
Q1
$433K Buy
4,200
+200
+5% +$20.6K ﹤0.01% 2313
2013
Q4
$457K Buy
4,000
+2,000
+100% +$229K ﹤0.01% 2313
2013
Q3
$206K Buy
+2,000
New +$206K ﹤0.01% 2765