Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Sell
9,568
-1,614
-14% -$87.8K 0.01% 1396
2025
Q1
$650K Buy
11,182
+3,588
+47% +$208K 0.01% 1212
2024
Q4
$524K Buy
7,594
+384
+5% +$26.5K 0.01% 1303
2024
Q3
$480K Buy
7,210
+683
+10% +$45.5K 0.01% 1340
2024
Q2
$484K Buy
+6,527
New +$484K 0.01% 1321
2014
Q1
Sell
-191,688
Closed -$1.91M 466
2013
Q4
$1.91M Buy
+191,688
New +$1.91M 0.19% 104