Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Hold
7,083
0.02% 160
2025
Q1
$274K Sell
7,083
-941
-12% -$36.5K 0.03% 158
2024
Q4
$271K Buy
8,024
+919
+13% +$31.1K 0.02% 151
2024
Q3
$290K Sell
7,105
-2
-0% -$82 0.03% 129
2024
Q2
$274K Sell
7,107
-13
-0.2% -$501 0.03% 123
2024
Q1
$305K Buy
7,120
+13
+0.2% +$557 0.03% 121
2023
Q4
$263K Buy
+7,107
New +$263K 0.03% 130
2017
Q4
Sell
-8,434
Closed -$425K 141
2017
Q3
$425K Sell
8,434
-3,108
-27% -$157K 0.12% 109
2017
Q2
$621K Sell
11,542
-2,932
-20% -$158K 0.2% 97
2017
Q1
$762K Sell
14,474
-3,876
-21% -$204K 0.31% 60
2016
Q4
$883K Sell
18,350
-2,010
-10% -$96.7K 0.43% 52
2016
Q3
$1.1M Buy
20,360
+3,506
+21% +$189K 0.55% 44
2016
Q2
$897K Buy
16,854
+6,562
+64% +$349K 0.47% 46
2016
Q1
$522K Buy
+10,292
New +$522K 0.3% 46