Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$623K Buy
7,217
+197
+3% +$17K ﹤0.01% 1829
2025
Q1
$365K Sell
7,020
-535
-7% -$27.8K ﹤0.01% 2031
2024
Q4
$416K Buy
7,555
+9
+0.1% +$495 ﹤0.01% 1967
2024
Q3
$505K Buy
7,546
+427
+6% +$28.6K ﹤0.01% 1843
2024
Q2
$395K Sell
7,119
-432
-6% -$24K ﹤0.01% 2109
2024
Q1
$386K Buy
+7,551
New +$386K ﹤0.01% 2136
2020
Q3
Sell
-28,109
Closed -$286K 2415
2020
Q2
$286K Sell
28,109
-3,408
-11% -$34.7K ﹤0.01% 1963
2020
Q1
$269K Buy
+31,517
New +$269K ﹤0.01% 1902
2015
Q1
Sell
-6,613
Closed -$230K 794
2014
Q4
$230K Sell
6,613
-1,655
-20% -$57.6K 0.01% 712
2014
Q3
$307K Sell
8,268
-1,757
-18% -$65.2K 0.01% 614
2014
Q2
$452K Sell
10,025
-1,580
-14% -$71.2K 0.01% 528
2014
Q1
$438K Buy
11,605
+247
+2% +$9.32K 0.01% 542
2013
Q4
$405K Sell
11,358
-740
-6% -$26.4K 0.01% 553
2013
Q3
$369K Buy
12,098
+1,384
+13% +$42.2K 0.01% 558
2013
Q2
$282K Buy
+10,714
New +$282K 0.01% 615