Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,336
Closed -$232K 143
2025
Q1
$232K Buy
2,336
+24
+1% +$2.38K 0.07% 131
2024
Q4
$232K Buy
+2,312
New +$232K 0.07% 133
2014
Q3
Sell
-3,000
Closed -$204K 110
2014
Q2
$204K Buy
+3,000
New +$204K 0.12% 108
2014
Q1
Sell
-4,112
Closed -$224K 107
2013
Q4
$224K Buy
+4,112
New +$224K 0.14% 101