Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$645K Buy
+14,865
New +$645K 0.01% 763
2020
Q1
Sell
-6,975
Closed -$227K 876
2019
Q4
$227K Hold
6,975
﹤0.01% 848
2019
Q3
$240K Sell
6,975
-280
-4% -$9.63K ﹤0.01% 834
2019
Q2
$248K Hold
7,255
﹤0.01% 853
2019
Q1
$259K Buy
+7,255
New +$259K ﹤0.01% 775
2015
Q2
Sell
-11,574
Closed -$277K 840
2015
Q1
$277K Hold
11,574
﹤0.01% 768
2014
Q4
$306K Hold
11,574
﹤0.01% 779
2014
Q3
$281K Hold
11,574
﹤0.01% 800
2014
Q2
$301K Hold
11,574
﹤0.01% 791
2014
Q1
$277K Hold
11,574
﹤0.01% 775
2013
Q4
$226K Hold
11,574
﹤0.01% 785
2013
Q3
$245K Hold
11,574
﹤0.01% 770
2013
Q2
$255K Buy
+11,574
New +$255K ﹤0.01% 749