Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Sell
13,142
-237
-2% -$9.1K 0.01% 791
2025
Q1
$518K Buy
13,379
+146
+1% +$5.66K 0.01% 761
2024
Q4
$448K Buy
13,233
+7,025
+113% +$238K 0.01% 707
2024
Q3
$254K Sell
6,208
-851
-12% -$34.8K ﹤0.01% 722
2024
Q2
$272K Buy
7,059
+73
+1% +$2.81K 0.01% 687
2024
Q1
$299K Buy
6,986
+869
+14% +$37.3K 0.01% 571
2023
Q4
$227K Buy
+6,117
New +$227K 0.01% 398
2018
Q1
Sell
-139
Closed -$6K 262
2017
Q4
$6K Buy
+139
New +$6K ﹤0.01% 360
2015
Q1
Sell
-174
Closed -$9K 374
2014
Q4
$9K Sell
174
-1,096
-86% -$56.7K ﹤0.01% 325
2014
Q3
$73K Sell
1,270
-240
-16% -$13.8K 0.04% 175
2014
Q2
$101K Buy
1,510
+670
+80% +$44.8K 0.04% 147
2014
Q1
$56K Buy
840
+64
+8% +$4.27K 0.03% 211
2013
Q4
$52K Buy
776
+291
+60% +$19.5K 0.02% 326
2013
Q3
$30K Buy
+485
New +$30K 0.02% 309