Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Sell
36,930
-2,780
-7% -$24K ﹤0.01% 369
2025
Q1
$349K Buy
+39,710
New +$349K ﹤0.01% 364
2015
Q2
Sell
-40,049
Closed -$210K 186
2015
Q1
$210K Sell
40,049
-4,969
-11% -$26.1K 0.02% 180
2014
Q4
$223K Sell
45,018
-7,034
-14% -$34.8K 0.03% 201
2014
Q3
$221K Sell
52,052
-616
-1% -$2.62K 0.02% 186
2014
Q2
$226K Sell
52,668
-1,906
-3% -$8.18K 0.02% 203
2014
Q1
$220K Sell
54,574
-9,114
-14% -$36.7K 0.03% 177
2013
Q4
$220K Buy
63,688
+1,554
+3% +$5.37K 0.03% 197
2013
Q3
$231K Buy
+62,134
New +$231K 0.03% 193