Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Hold
1,450
0.05% 180
2025
Q1
$241K Hold
1,450
0.04% 185
2024
Q4
$286K Hold
1,450
0.05% 179
2024
Q3
$252K Buy
1,450
+137
+10% +$23.8K 0.04% 183
2024
Q2
$228K Buy
+1,313
New +$228K 0.04% 183
2014
Q4
Sell
-11,600
Closed -$234K 160
2014
Q3
$234K Buy
+11,600
New +$234K 0.07% 145