Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
866
-538
-38% -$147K ﹤0.01% 1108
2025
Q1
$491K Sell
1,404
-86
-6% -$30.1K 0.01% 822
2024
Q4
$679K Buy
1,490
+200
+16% +$91.1K 0.01% 719
2024
Q3
$564K Buy
1,290
+817
+173% +$357K 0.01% 795
2024
Q2
$224K Buy
473
+18
+4% +$8.54K ﹤0.01% 1116
2024
Q1
$266K Buy
+455
New +$266K ﹤0.01% 1048
2014
Q1
Sell
-44,537
Closed -$1.43M 886
2013
Q4
$1.43M Buy
44,537
+7,575
+20% +$243K 0.07% 267
2013
Q3
$1.15M Buy
36,962
+195
+0.5% +$6.08K 0.06% 300
2013
Q2
$1.1M Buy
+36,767
New +$1.1M 0.06% 274