Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,250
Closed -$336K 994
2024
Q4
$336K Hold
3,250
﹤0.01% 820
2024
Q3
$363K Buy
+3,250
New +$363K ﹤0.01% 792
2014
Q3
Sell
-18,876
Closed -$588K 607
2014
Q2
$588K Buy
18,876
+480
+3% +$15K 0.01% 409
2014
Q1
$580K Buy
18,396
+2,772
+18% +$87.4K 0.01% 368
2013
Q4
$490K Buy
15,624
+7,560
+94% +$237K 0.01% 409
2013
Q3
$250K Buy
+8,064
New +$250K ﹤0.01% 419