Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Buy
12,898
+6,199
+93% +$212K 0.01% 601
2025
Q1
$248K Sell
6,699
-989
-13% -$36.6K ﹤0.01% 674
2024
Q4
$295K Sell
7,688
-2,548
-25% -$97.9K 0.01% 648
2024
Q3
$344K Buy
10,236
+1,675
+20% +$56.3K 0.01% 633
2024
Q2
$316K Buy
+8,561
New +$316K 0.01% 691
2015
Q2
Sell
-23,028
Closed -$1.09M 895
2015
Q1
$1.09M Buy
+23,028
New +$1.09M 0.04% 428