Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
3,285
+74
+2% +$5.9K ﹤0.01% 1023
2025
Q1
$258K Sell
3,211
-1,700
-35% -$137K ﹤0.01% 975
2024
Q4
$470K Sell
4,911
-283
-5% -$27.1K 0.01% 698
2024
Q3
$524K Sell
5,194
-825
-14% -$83.3K 0.01% 572
2024
Q2
$542K Buy
+6,019
New +$542K 0.01% 563
2015
Q4
Sell
-250
Closed -$17K 137
2015
Q3
$17K Hold
250
0.01% 296
2015
Q2
$17K Buy
+250
New +$17K 0.01% 228