Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
1,997
-114
-5% -$6.64K ﹤0.01% 428
2025
Q1
$102K Sell
2,111
-2,439
-54% -$118K ﹤0.01% 451
2024
Q4
$169K Buy
4,550
+765
+20% +$28.5K ﹤0.01% 388
2024
Q3
$202K Buy
+3,785
New +$202K ﹤0.01% 366
2014
Q2
Sell
-8,688
Closed -$203K 223
2014
Q1
$203K Sell
8,688
-3,022
-26% -$70.6K 0.02% 212
2013
Q4
$269K Sell
11,710
-273,182
-96% -$6.28M 0.02% 170
2013
Q3
$8.01M Buy
284,892
+11,558
+4% +$325K 0.73% 59
2013
Q2
$8.19M Buy
+273,334
New +$8.19M 0.76% 58