Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,097
Closed -$27.8K 1123
2025
Q1
$27.8K Sell
3,097
-46,371
-94% -$416K ﹤0.01% 1051
2024
Q4
$480K Buy
+49,468
New +$480K ﹤0.01% 949
2013
Q4
Sell
-5,370
Closed -$679K 1383
2013
Q3
$679K Buy
5,370
+1,085
+25% +$137K ﹤0.01% 942
2013
Q2
$497K Buy
+4,285
New +$497K ﹤0.01% 967