Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
23,023
+723
+3% +$12.1K ﹤0.01% 797
2025
Q1
$340K Buy
+22,300
New +$340K ﹤0.01% 835
2016
Q3
Sell
-27,415
Closed -$449K 742
2016
Q2
$449K Sell
27,415
-2,016
-7% -$33K ﹤0.01% 331
2016
Q1
$453K Buy
29,431
+641
+2% +$9.87K ﹤0.01% 340
2015
Q4
$482K Hold
28,790
﹤0.01% 490
2015
Q3
$4.91K Buy
28,790
+6,049
+27% +$1.03K 0.01% 416
2015
Q2
$687K Buy
22,741
+353
+2% +$10.7K 0.01% 242
2015
Q1
$482K Buy
+22,388
New +$482K ﹤0.01% 605