Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-750
Closed -$275K 712
2025
Q1
$275K Buy
+750
New +$275K 0.02% 466
2018
Q2
Hold
0
428
2018
Q1
Hold
0
428
2014
Q2
Sell
-5,600
Closed -$413K 535
2014
Q1
$413K Buy
+5,600
New +$413K 0.02% 304