Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,320
Closed -$82.9K 1333
2024
Q4
$82.9K Sell
1,320
-150
-10% -$9.42K ﹤0.01% 764
2024
Q3
$88.9K Buy
+1,470
New +$88.9K ﹤0.01% 765
2019
Q3
Sell
-2,358
Closed -$203K 924
2019
Q2
$203K Buy
+2,358
New +$203K ﹤0.01% 856
2014
Q3
Sell
-8,700
Closed -$321K 890
2014
Q2
$321K Buy
8,700
+2,059
+31% +$76K 0.01% 743
2014
Q1
$260K Buy
6,641
+839
+14% +$32.8K 0.01% 786
2013
Q4
$237K Buy
+5,802
New +$237K 0.01% 799