Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
8,003
-13,838
-63% -$414K ﹤0.01% 346
2025
Q1
$738K Buy
21,841
+6,084
+39% +$206K 0.01% 119
2024
Q4
$466K Buy
+15,757
New +$466K 0.01% 165
2015
Q4
Sell
-10,960
Closed -$282K 44
2015
Q3
$282K Hold
10,960
0.06% 37
2015
Q2
$369K Sell
10,960
-155
-1% -$5.22K 0.07% 33
2015
Q1
$361K Buy
11,115
+1,449
+15% +$47.1K 0.07% 32
2014
Q4
$306K Buy
+9,666
New +$306K 0.06% 31