Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36K Buy
75
+10
+15% +$181 ﹤0.01% 2298
2025
Q1
$931 Buy
65
+40
+160% +$573 ﹤0.01% 2382
2024
Q4
$569 Sell
25
-10
-29% -$228 ﹤0.01% 2481
2024
Q3
$1.04K Buy
35
+20
+133% +$595 ﹤0.01% 2142
2024
Q2
$589 Buy
15
+10
+200% +$393 ﹤0.01% 1911
2024
Q1
$265 Buy
+5
New +$265 ﹤0.01% 1617
2016
Q1
Sell
-1,715
Closed -$97K 496
2015
Q4
$97K Sell
1,715
-13,608
-89% -$770K 0.01% 462
2015
Q3
$984K Sell
15,323
-937
-6% -$60.2K 0.13% 178
2015
Q2
$1.41M Sell
16,260
-5,680
-26% -$492K 0.16% 150
2015
Q1
$2.02M Buy
21,940
+18,717
+581% +$1.72M 0.24% 105
2014
Q4
$276K Buy
+3,223
New +$276K 0.03% 390