Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,665
Closed -$268K 258
2024
Q4
$268K Buy
+3,665
New +$268K 0.4% 53
2014
Q3
$15K Buy
429
+139
+48% +$4.86K 0.03% 708
2014
Q2
$10K Buy
+290
New +$10K 0.02% 729