Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,364
Closed -$237K 225
2024
Q4
$237K Buy
+2,364
New +$237K 0.36% 66
2023
Q4
Sell
-3,454
Closed -$219K 102
2023
Q3
$219K Buy
+3,454
New +$219K 0.36% 46
2014
Q3
$66K Buy
1,003
+771
+332% +$50.7K 0.12% 158
2014
Q2
$16K Buy
+232
New +$16K 0.03% 511