Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-544
Closed -$41.6K 1036
2024
Q4
$41.6K Buy
+544
New +$41.6K ﹤0.01% 590
2015
Q3
Sell
-4,669
Closed -$208K 212
2015
Q2
$208K Hold
4,669
0.02% 197
2015
Q1
$207K Buy
+4,669
New +$207K 0.02% 206