Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$818K Buy
339,276
+4,759
+1% +$11.5K 0.01% 665
2025
Q1
$779K Sell
334,517
-3,157
-0.9% -$7.36K 0.01% 660
2024
Q4
$625K Sell
337,674
-8,707
-3% -$16.1K 0.01% 627
2024
Q3
$845K Sell
346,381
-13,501
-4% -$32.9K 0.02% 474
2024
Q2
$738K Buy
+359,882
New +$738K 0.01% 488
2014
Q3
Sell
-1,010
Closed -$7K 759
2014
Q2
$7K Hold
1,010
﹤0.01% 511
2014
Q1
$7K Buy
1,010
+260
+35% +$1.8K ﹤0.01% 484
2013
Q4
$6K Buy
+750
New +$6K ﹤0.01% 633