Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
4,700
-1,300
-22% -$96.7K ﹤0.01% 1450
2025
Q1
$450K Hold
6,000
﹤0.01% 1249
2024
Q4
$613K Sell
6,000
-200
-3% -$20.4K ﹤0.01% 1054
2024
Q3
$654K Sell
6,200
-400
-6% -$42.2K ﹤0.01% 1096
2024
Q2
$614K Buy
6,600
+1,200
+22% +$112K ﹤0.01% 1086
2024
Q1
$703K Sell
5,400
-800
-13% -$104K ﹤0.01% 1050
2023
Q4
$702K Sell
6,200
-1,100
-15% -$125K ﹤0.01% 1053
2023
Q3
$599K Hold
7,300
﹤0.01% 1138
2023
Q2
$684K Sell
7,300
-700
-9% -$65.6K ﹤0.01% 1103
2023
Q1
$543K Sell
8,000
-1,200
-13% -$81.5K ﹤0.01% 1264
2022
Q4
$654K Sell
9,200
-700
-7% -$49.8K ﹤0.01% 1150
2022
Q3
$614K Buy
+9,900
New +$614K ﹤0.01% 1209
2018
Q4
Hold
0
2085
2018
Q3
Sell
-4,800
Closed -$180K 2115
2018
Q2
$180K Buy
+4,800
New +$180K ﹤0.01% 1770