Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Buy
6,688
+24
+0.4% +$1.79K 0.01% 796
2025
Q1
$451K Buy
6,664
+248
+4% +$16.8K 0.01% 808
2024
Q4
$397K Buy
6,416
+1,026
+19% +$63.6K 0.01% 739
2024
Q3
$351K Sell
5,390
-28
-0.5% -$1.82K 0.01% 646
2024
Q2
$291K Sell
5,418
-25
-0.5% -$1.34K 0.01% 668
2024
Q1
$287K Buy
5,443
+635
+13% +$33.5K 0.01% 584
2023
Q4
$210K Buy
+4,808
New +$210K 0.01% 413
2018
Q1
Sell
-134
Closed -$5K 238
2017
Q4
$5K Buy
+134
New +$5K ﹤0.01% 365
2014
Q4
Sell
-4,042
Closed -$96K 495
2014
Q3
$96K Sell
4,042
-3,366
-45% -$79.9K 0.05% 144
2014
Q2
$156K Buy
7,408
+2,751
+59% +$57.9K 0.06% 113
2014
Q1
$108K Sell
4,657
-9,250
-67% -$215K 0.05% 140
2013
Q4
$321K Buy
13,907
+3,346
+32% +$77.2K 0.11% 107
2013
Q3
$248K Hold
10,561
0.13% 84
2013
Q2
$230K Buy
+10,561
New +$230K 0.13% 84