Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
1,013
-57
-5% -$20.3K 0.01% 174
2025
Q1
$291K Buy
1,070
+40
+4% +$10.9K 0.01% 184
2024
Q4
$342K Buy
1,030
+20
+2% +$6.64K 0.01% 174
2024
Q3
$335K Hold
1,010
0.01% 175
2024
Q2
$317K Hold
1,010
0.01% 175
2024
Q1
$316K Buy
1,010
+57
+6% +$17.8K 0.01% 162
2023
Q4
$230K Hold
953
0.01% 176
2023
Q3
$203K Hold
953
0.01% 178
2023
Q2
$192K Hold
953
0.01% 187
2023
Q1
$163K Buy
953
+240
+34% +$41.1K 0.01% 202
2022
Q4
$112K Hold
713
﹤0.01% 216
2022
Q3
$95K Hold
713
﹤0.01% 218
2022
Q2
$90K Hold
713
﹤0.01% 228
2022
Q1
$108K Hold
713
﹤0.01% 229
2021
Q4
$123K Hold
713
0.01% 246
2021
Q3
$106K Hold
713
﹤0.01% 245
2021
Q2
$106K Hold
713
﹤0.01% 221
2021
Q1
$99K Buy
713
+588
+470% +$81.6K ﹤0.01% 230
2020
Q4
$15K Buy
+125
New +$15K ﹤0.01% 333
2015
Q2
Sell
-2,959
Closed -$201K 174
2015
Q1
$201K Hold
2,959
0.01% 167
2014
Q4
$201K Buy
+2,959
New +$201K 0.01% 164
2014
Q3
Sell
-2,625
Closed -$203K 169
2014
Q2
$203K Buy
+2,625
New +$203K 0.01% 148