Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,978
Closed -$270K 188
2025
Q1
$270K Buy
+6,978
New +$270K 0.58% 66
2014
Q3
$10K Buy
+173
New +$10K 0.02% 952