Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
502
-206
-29% -$98.2K ﹤0.01% 1432
2025
Q1
$260K Buy
+708
New +$260K ﹤0.01% 1338
2018
Q4
Sell
-2,300
Closed -$424K 1255
2018
Q3
$424K Buy
+2,300
New +$424K 0.01% 923
2014
Q3
Sell
-20,525
Closed -$1.44M 1430
2014
Q2
$1.44M Sell
20,525
-150
-0.7% -$10.5K 0.04% 485
2014
Q1
$1.53M Buy
20,675
+3,050
+17% +$225K 0.05% 456
2013
Q4
$1.29M Buy
17,625
+4,621
+36% +$338K 0.04% 483
2013
Q3
$899K Buy
13,004
+1,004
+8% +$69.4K 0.03% 570
2013
Q2
$762K Buy
+12,000
New +$762K 0.03% 588