Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,875
Closed -$202K 270
2025
Q1
$202K Buy
+1,875
New +$202K 0.43% 106
2014
Q3
$12K Buy
911
+237
+35% +$3.12K 0.02% 831
2014
Q2
$7K Buy
+674
New +$7K 0.01% 920