Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
4,853
-1,789
-27% -$92.6K ﹤0.01% 1090
2025
Q1
$310K Buy
+6,642
New +$310K ﹤0.01% 978
2014
Q2
Sell
-2,159
Closed -$51K 862
2014
Q1
$51K Sell
2,159
-140
-6% -$3.31K ﹤0.01% 760
2013
Q4
$58K Buy
2,299
+3
+0.1% +$76 ﹤0.01% 824
2013
Q3
$53K Sell
2,296
-954
-29% -$22K ﹤0.01% 770
2013
Q2
$66K Buy
+3,250
New +$66K ﹤0.01% 723