Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
12,774
-470
-4% -$10.4K 0.02% 567
2025
Q1
$304K Sell
13,244
-3,940
-23% -$90.4K 0.02% 489
2024
Q4
$398K Buy
17,184
+1,190
+7% +$27.6K 0.03% 427
2024
Q3
$533K Sell
15,994
-1,546
-9% -$51.5K 0.04% 359
2024
Q2
$614K Buy
+17,540
New +$614K 0.05% 331
2013
Q4
Sell
-6,436
Closed -$275 285
2013
Q3
$275 Buy
6,436
+500
+8% +$21 0.09% 200
2013
Q2
$243K Buy
+5,936
New +$243K 0.09% 218