Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-585
Closed -$236K 10
2024
Q4
$236K Buy
+585
New +$236K 0.34% 8
2014
Q1
Sell
-1,950
Closed -$19K 118
2013
Q4
$19K Hold
1,950
0.01% 15
2013
Q3
$25K Hold
1,950
0.02% 9
2013
Q2
$14K Buy
+1,950
New +$14K 0.01% 23