Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
3,103
-200
-6% -$14.2K ﹤0.01% 172
2025
Q1
$210K Buy
3,303
+200
+6% +$12.7K ﹤0.01% 170
2024
Q4
$235K Buy
+3,103
New +$235K ﹤0.01% 166
2016
Q2
Sell
-3,740
Closed -$230K 282
2016
Q1
$230K Sell
3,740
-1,100
-23% -$67.6K 0.01% 242
2015
Q4
$303K Hold
4,840
0.01% 224
2015
Q3
$298K Hold
4,840
0.01% 251
2015
Q2
$261K Hold
4,840
0.01% 292
2015
Q1
$243K Hold
4,840
0.01% 313
2014
Q4
$233K Sell
4,840
-180
-4% -$8.67K 0.01% 317
2014
Q3
$224K Buy
+5,020
New +$224K 0.01% 327