Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
4,681
-412
-8% -$36.8K ﹤0.01% 858
2025
Q1
$386K Buy
5,093
+990
+24% +$75.1K ﹤0.01% 712
2024
Q4
$317K Buy
4,103
+164
+4% +$12.7K ﹤0.01% 761
2024
Q3
$288K Buy
+3,939
New +$288K ﹤0.01% 787
2017
Q4
Sell
-9,000
Closed -$233K 844
2017
Q3
$233K Hold
9,000
﹤0.01% 787
2017
Q2
$214K Hold
9,000
﹤0.01% 797
2017
Q1
$208K Hold
9,000
﹤0.01% 790
2016
Q4
$201K Hold
9,000
﹤0.01% 779
2016
Q3
$203K Buy
+9,000
New +$203K ﹤0.01% 771