Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
1,986
+140
+8% +$23.6K ﹤0.01% 939
2025
Q1
$285K Sell
1,846
-202
-10% -$31.1K ﹤0.01% 958
2024
Q4
$348K Buy
+2,048
New +$348K ﹤0.01% 910
2014
Q3
Sell
-6,251
Closed -$255K 413
2014
Q2
$255K Sell
6,251
-2,216
-26% -$90.4K 0.02% 331
2014
Q1
$378K Sell
8,467
-4,849
-36% -$216K 0.04% 264
2013
Q4
$545K Buy
13,316
+525
+4% +$21.5K 0.06% 211
2013
Q3
$529K Sell
12,791
-1,641
-11% -$67.9K 0.07% 189
2013
Q2
$532K Buy
+14,432
New +$532K 0.07% 166