Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,628
Closed -$231K 1252
2025
Q1
$231K Sell
4,628
-684
-13% -$34.1K ﹤0.01% 684
2024
Q4
$310K Buy
5,312
+5,171
+3,667% +$302K 0.01% 637
2024
Q3
$9.36K Hold
141
﹤0.01% 997
2024
Q2
$9.04K Buy
+141
New +$9.04K ﹤0.01% 955
2014
Q3
Sell
-38,838
Closed -$927K 889
2014
Q2
$927K Buy
38,838
+21,811
+128% +$521K 0.03% 462
2014
Q1
$455K Buy
+17,027
New +$455K 0.02% 645