Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
3,265
-230
-7% -$18.2K 0.01% 148
2025
Q1
$314K Buy
3,495
+301
+9% +$27K 0.02% 112
2024
Q4
$318K Sell
3,194
-554
-15% -$55.1K 0.02% 105
2024
Q3
$426K Buy
3,748
+920
+33% +$104K 0.02% 88
2024
Q2
$350K Sell
2,828
-375
-12% -$46.4K 0.02% 82
2024
Q1
$423K Buy
3,203
+224
+8% +$29.6K 0.02% 74
2023
Q4
$325K Buy
2,979
+126
+4% +$13.7K 0.02% 79
2023
Q3
$294K Sell
2,853
-100
-3% -$10.3K 0.02% 79
2023
Q2
$341K Sell
2,953
-100
-3% -$11.5K 0.02% 77
2023
Q1
$325K Sell
3,053
-243
-7% -$25.9K 0.02% 78
2022
Q4
$366K Sell
3,296
-104
-3% -$11.5K 0.03% 77
2022
Q3
$293K Buy
+3,400
New +$293K 0.02% 80
2014
Q1
Sell
-4,213
Closed -$201K 77
2013
Q4
$201K Buy
+4,213
New +$201K 0.03% 74