Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.9K Sell
5,500
-9,257
-63% -$141K ﹤0.01% 1917
2025
Q1
$227K Buy
+14,757
New +$227K ﹤0.01% 1479
2016
Q4
Sell
-1,013
Closed -$100K 1919
2016
Q3
$100K Sell
1,013
-2,907
-74% -$287K ﹤0.01% 1681
2016
Q2
$255K Buy
3,920
+2,590
+195% +$168K ﹤0.01% 1497
2016
Q1
$107K Buy
+1,330
New +$107K ﹤0.01% 1645
2014
Q4
Sell
-2,050
Closed -$131K 1740
2014
Q3
$131K Hold
2,050
﹤0.01% 1528
2014
Q2
$245K Sell
2,050
-2,280
-53% -$272K ﹤0.01% 1410
2014
Q1
$527K Sell
4,330
-1,800
-29% -$219K ﹤0.01% 1139
2013
Q4
$929K Buy
6,130
+1,240
+25% +$188K ﹤0.01% 799
2013
Q3
$1.1M Buy
4,890
+520
+12% +$117K ﹤0.01% 767
2013
Q2
$1.16M Buy
+4,370
New +$1.16M 0.01% 750