Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
3,449
+476
+16% +$30.6K ﹤0.01% 574
2025
Q1
$207K Buy
2,973
+249
+9% +$17.3K ﹤0.01% 576
2024
Q4
$198K Buy
2,724
+32
+1% +$2.32K ﹤0.01% 559
2024
Q3
$226K Sell
2,692
-12
-0.4% -$1.01K ﹤0.01% 549
2024
Q2
$180K Sell
2,704
-427
-14% -$28.5K ﹤0.01% 582
2024
Q1
$247K Sell
3,131
-785
-20% -$61.9K ﹤0.01% 527
2023
Q4
$262K Hold
3,916
﹤0.01% 523
2023
Q3
$209K Hold
3,916
﹤0.01% 561
2023
Q2
$225K Sell
3,916
-573
-13% -$32.9K ﹤0.01% 563
2023
Q1
$223K Sell
4,489
-859
-16% -$42.7K ﹤0.01% 553
2022
Q4
$250K Buy
5,348
+1,802
+51% +$84.2K ﹤0.01% 534
2022
Q3
$166K Hold
3,546
﹤0.01% 629
2022
Q2
$180K Buy
3,546
+152
+4% +$7.72K ﹤0.01% 647
2022
Q1
$173K Sell
3,394
-189
-5% -$9.63K ﹤0.01% 675
2021
Q4
$252K Buy
+3,583
New +$252K ﹤0.01% 618
2016
Q2
Sell
-9,624
Closed -$302K 359
2016
Q1
$302K Buy
+9,624
New +$302K 0.01% 286
2014
Q3
Sell
-44,371
Closed -$865K 309
2014
Q2
$865K Sell
44,371
-20,337
-31% -$396K 0.04% 181
2014
Q1
$1.26M Sell
64,708
-9,866
-13% -$193K 0.07% 156
2013
Q4
$1.49K Sell
74,574
-18,999
-20% -$380 0.08% 143
2013
Q3
$1.75K Sell
93,573
-243,173
-72% -$4.55K 0.1% 128
2013
Q2
$5.77K Buy
+336,746
New +$5.77K 0.34% 74