Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
2,520
-81
-3% -$7.42K ﹤0.01% 711
2025
Q1
$239K Buy
2,601
+10
+0.4% +$919 0.01% 595
2024
Q4
$219K Buy
+2,591
New +$219K 0.01% 595
2014
Q1
Sell
-10,150
Closed -$490K 516
2013
Q4
$490K Hold
10,150
0.02% 374
2013
Q3
$474K Buy
+10,150
New +$474K 0.02% 363