Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Sell
13,509
-464
-3% -$5.77K ﹤0.01% 686
2025
Q1
$213K Sell
13,973
-574
-4% -$8.74K 0.01% 637
2024
Q4
$212K Sell
14,547
-1,091
-7% -$15.9K 0.01% 670
2024
Q3
$250K Sell
15,638
-1,003
-6% -$16K 0.01% 593
2024
Q2
$316K Hold
16,641
0.01% 457
2024
Q1
$325K Sell
16,641
-600
-3% -$11.7K 0.01% 484
2023
Q4
$350K Sell
17,241
-995
-5% -$20.2K 0.01% 418
2023
Q3
$381K Sell
18,236
-1,129
-6% -$23.6K 0.01% 367
2023
Q2
$311K Sell
19,365
-749
-4% -$12K 0.01% 468
2023
Q1
$372K Hold
20,114
0.02% 376
2022
Q4
$420K Sell
20,114
-593
-3% -$12.4K 0.04% 306
2022
Q3
$335K Hold
20,707
0.02% 396
2022
Q2
$350K Hold
20,707
0.02% 413
2022
Q1
$406K Hold
20,707
0.02% 417
2021
Q4
$281K Buy
+20,707
New +$281K 0.01% 591
2015
Q1
Sell
-3,892
Closed -$255K 800
2014
Q4
$255K Buy
3,892
+300
+8% +$19.7K 0.03% 648
2014
Q3
$273K Buy
3,592
+400
+13% +$30.4K 0.04% 585
2014
Q2
$263K Sell
3,192
-348
-10% -$28.7K 0.04% 626
2014
Q1
$249K Hold
3,540
0.04% 615
2013
Q4
$254K Hold
3,540
0.04% 598
2013
Q3
$249K Hold
3,540
0.04% 546
2013
Q2
$220K Buy
+3,540
New +$220K 0.04% 569