Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
2,137
+16
+0.8% +$2.52K 0.01% 477
2025
Q1
$286K Buy
2,121
+383
+22% +$51.7K 0.01% 509
2024
Q4
$250K Hold
1,738
0.01% 540
2024
Q3
$283K Buy
+1,738
New +$283K 0.01% 526
2014
Q1
Sell
-7,644
Closed -$355K 406
2013
Q4
$355K Sell
7,644
-6,726
-47% -$312K 0.03% 320
2013
Q3
$654K Sell
14,370
-17,785
-55% -$809K 0.07% 240
2013
Q2
$1.11M Buy
+32,155
New +$1.11M 0.14% 172