Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
35,074
-3,700
-10% -$31.6K ﹤0.01% 2167
2025
Q1
$221K Buy
38,774
+9,400
+32% +$53.7K ﹤0.01% 2320
2024
Q4
$175K Buy
29,374
+13,753
+88% +$81.8K ﹤0.01% 2420
2024
Q3
$46.4K Buy
+15,621
New +$46.4K ﹤0.01% 2438
2024
Q1
Sell
-15,164
Closed -$25K 2400
2023
Q4
$25K Buy
+15,164
New +$25K ﹤0.01% 2420
2021
Q1
Sell
-19,311
Closed -$203K 2514
2020
Q4
$203K Buy
+19,311
New +$203K ﹤0.01% 2126
2020
Q1
Sell
-28,185
Closed -$240K 1815
2019
Q4
$240K Buy
28,185
+6,485
+30% +$55.2K ﹤0.01% 2061
2019
Q3
$175K Buy
+21,700
New +$175K ﹤0.01% 2006