Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
1,984
-5
-0.3% -$527 0.01% 223
2025
Q1
$221K Sell
1,989
-10
-0.5% -$1.11K 0.01% 222
2024
Q4
$207K Hold
1,999
0.01% 231
2024
Q3
$223K Buy
+1,999
New +$223K 0.01% 218
2014
Q3
Sell
-6,890
Closed -$214K 469
2014
Q2
$214K Buy
6,890
+1,658
+32% +$51.5K ﹤0.01% 457
2014
Q1
$165K Sell
5,232
-142
-3% -$4.48K ﹤0.01% 462
2013
Q4
$179K Buy
5,374
+138
+3% +$4.6K ﹤0.01% 466
2013
Q3
$162K Sell
5,236
-442
-8% -$13.7K ﹤0.01% 456
2013
Q2
$165K Buy
+5,678
New +$165K ﹤0.01% 451