Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
15,484
+23
+0.1% +$307 ﹤0.01% 3775
2025
Q1
$239K Sell
15,461
-318
-2% -$4.92K ﹤0.01% 3706
2024
Q4
$136K Buy
15,779
+1,438
+10% +$12.4K ﹤0.01% 3888
2024
Q3
$138K Sell
14,341
-2,619
-15% -$25.2K ﹤0.01% 3784
2024
Q2
$146K Buy
16,960
+2,905
+21% +$25K ﹤0.01% 3730
2024
Q1
$115K Buy
+14,055
New +$115K ﹤0.01% 3768
2014
Q4
Sell
-2,435
Closed -$8K 3860
2014
Q3
$8K Buy
2,435
+2,062
+553% +$6.78K ﹤0.01% 4904
2014
Q2
$1K Buy
373
+243
+187% +$651 ﹤0.01% 5305
2014
Q1
$0 Hold
130
﹤0.01% 5311
2013
Q4
$0 Sell
130
-85
-40% ﹤0.01% 5180
2013
Q3
$1K Sell
215
-4
-2% -$19 ﹤0.01% 5488
2013
Q2
$1K Buy
+219
New +$1K ﹤0.01% 5394