Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
1,535
-66
-4% -$9.15K ﹤0.01% 1307
2025
Q1
$256K Sell
1,601
-1,664
-51% -$266K ﹤0.01% 1160
2024
Q4
$434K Buy
3,265
+15
+0.5% +$2K 0.01% 995
2024
Q3
$441K Sell
3,250
-94
-3% -$12.8K 0.01% 977
2024
Q2
$493K Sell
3,344
-165
-5% -$24.3K 0.01% 898
2024
Q1
$536K Sell
3,509
-669
-16% -$102K 0.01% 864
2023
Q4
$602K Buy
4,178
+2,669
+177% +$385K 0.01% 803
2023
Q3
$231K Buy
+1,509
New +$231K 0.01% 1110
2018
Q4
Sell
-490
Closed -$35K 1528
2018
Q3
$35K Buy
+490
New +$35K ﹤0.01% 1619
2018
Q2
Sell
-489
Closed -$25K 1654
2018
Q1
$25K Sell
489
-84
-15% -$4.29K ﹤0.01% 1926
2017
Q4
$27K Buy
+573
New +$27K ﹤0.01% 1800