Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.5K Sell
1,028
-398
-28% -$15.3K ﹤0.01% 582
2025
Q1
$55.2K Buy
1,426
+518
+57% +$20.1K ﹤0.01% 537
2024
Q4
$30.7K Buy
908
+280
+45% +$9.47K ﹤0.01% 625
2024
Q3
$25.7K Buy
+628
New +$25.7K ﹤0.01% 649
2015
Q3
Sell
-44,572
Closed -$2.32M 205
2015
Q2
$2.32M Buy
44,572
+1,054
+2% +$54.9K 0.19% 85
2015
Q1
$2.51M Sell
43,518
-685
-2% -$39.5K 0.2% 85
2014
Q4
$2.36M Buy
44,203
+102
+0.2% +$5.45K 0.19% 86
2014
Q3
$2.53M Buy
44,101
+10,014
+29% +$575K 0.2% 83
2014
Q2
$2.28M Buy
+34,087
New +$2.28M 0.18% 87