Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70K Buy
+858
New +$70K ﹤0.01% 217
2015
Q3
Sell
-1,000
Closed -$39K 454
2015
Q2
$39K Hold
1,000
0.01% 201
2015
Q1
$48K Hold
1,000
0.01% 186
2014
Q4
$50K Hold
1,000
0.01% 196
2014
Q3
$66K Hold
1,000
0.01% 191
2014
Q2
$68K Buy
+1,000
New +$68K 0.02% 176