Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
12,447
-835
-6% -$28.6K ﹤0.01% 295
2025
Q1
$492K Buy
+13,282
New +$492K ﹤0.01% 290
2016
Q2
Sell
-19,100
Closed -$380K 339
2016
Q1
$380K Buy
+19,100
New +$380K 0.01% 261
2014
Q3
Sell
-3,750
Closed -$288K 462
2014
Q2
$288K Hold
3,750
0.01% 359
2014
Q1
$288K Hold
3,750
0.01% 347
2013
Q4
$259K Buy
+3,750
New +$259K 0.01% 305