Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
176,450
-36,249
-17% -$51.1K ﹤0.01% 1445
2025
Q1
$338K Sell
212,699
-2,129
-1% -$3.39K ﹤0.01% 1373
2024
Q4
$760K Buy
+214,828
New +$760K 0.01% 1034
2015
Q3
Sell
-12,315
Closed -$53K 2988
2015
Q2
$53K Sell
12,315
-1,316
-10% -$5.66K ﹤0.01% 2951
2015
Q1
$51K Buy
13,631
+882
+7% +$3.3K ﹤0.01% 2924
2014
Q4
$41K Buy
12,749
+2,003
+19% +$6.44K ﹤0.01% 2925
2014
Q3
$21K Sell
10,746
-1,635
-13% -$3.2K ﹤0.01% 2919
2014
Q2
$38K Buy
12,381
+1,369
+12% +$4.2K ﹤0.01% 3062
2014
Q1
$22K Sell
11,012
-2,181
-17% -$4.36K ﹤0.01% 3162
2013
Q4
$59K Sell
13,193
-4,951
-27% -$22.1K ﹤0.01% 2977
2013
Q3
$57K Buy
18,144
+1,972
+12% +$6.2K ﹤0.01% 2862
2013
Q2
$23K Buy
+16,172
New +$23K ﹤0.01% 2896