Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Sell
8,000
-560
-7% -$13.7K ﹤0.01% 356
2025
Q1
$237K Hold
8,560
﹤0.01% 334
2024
Q4
$279K Buy
8,560
+200
+2% +$6.53K 0.01% 323
2024
Q3
$300K Buy
+8,360
New +$300K 0.01% 330
2015
Q2
Sell
-42,182
Closed -$597K 208
2015
Q1
$597K Sell
42,182
-385
-0.9% -$5.45K 0.05% 132
2014
Q4
$776K Buy
42,567
+29,525
+226% +$538K 0.06% 122
2014
Q3
$211K Sell
13,042
-659
-5% -$10.7K 0.02% 201
2014
Q2
$210K Buy
+13,701
New +$210K 0.02% 211
2013
Q4
Sell
-23,656
Closed -$226K 199
2013
Q3
$226K Hold
23,656
0.02% 196
2013
Q2
$266K Buy
+23,656
New +$266K 0.02% 174