Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
3,729
+205
+6% +$21.1K ﹤0.01% 1569
2025
Q1
$326K Sell
3,524
-212
-6% -$19.6K ﹤0.01% 1576
2024
Q4
$349K Sell
3,736
-69
-2% -$6.45K ﹤0.01% 1513
2024
Q3
$372K Buy
+3,805
New +$372K ﹤0.01% 1490
2014
Q2
Sell
-9,956
Closed -$549K 416
2014
Q1
$549K Sell
9,956
-294
-3% -$16.2K 0.06% 272
2013
Q4
$607K Buy
10,250
+856
+9% +$50.7K 0.06% 258
2013
Q3
$568K Buy
9,394
+762
+9% +$46.1K 0.06% 257
2013
Q2
$433K Buy
+8,632
New +$433K 0.05% 208