Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-57
Closed -$23K 176
2025
Q1
$23K Buy
+57
New +$23K ﹤0.01% 100
2015
Q3
Sell
-126
Closed -$13K 164
2015
Q2
$13K Hold
126
0.01% 266
2015
Q1
$12K Hold
126
﹤0.01% 278
2014
Q4
$12K Buy
+126
New +$12K 0.01% 265