Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,300
Closed -$192K 663
2024
Q4
$192K Buy
8,300
+3,000
+57% +$69.5K 0.04% 102
2024
Q3
$184K Sell
5,300
-7,200
-58% -$250K 0.05% 77
2024
Q2
$405K Hold
12,500
0.08% 49
2024
Q1
$425K Hold
12,500
0.07% 38
2023
Q4
$492K Buy
+12,500
New +$492K 0.04% 70
2022
Q4
Sell
-2,200
Closed -$92K 911
2022
Q3
$92K Hold
2,200
0.01% 369
2022
Q2
$108K Buy
2,200
+2,100
+2,100% +$103K 0.01% 258
2022
Q1
$6K Sell
100
-5,300
-98% -$318K ﹤0.01% 686
2021
Q4
$281K Buy
+5,400
New +$281K 0.01% 293
2015
Q4
Sell
-400
Closed -$16K 234
2015
Q3
$16K Sell
400
-80
-17% -$3.2K 0.01% 191
2015
Q2
$20K Buy
+480
New +$20K 0.01% 314
2013
Q4
Sell
-1,400
Closed -$60K 423
2013
Q3
$60K Buy
+1,400
New +$60K 0.02% 169