Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
+40,444
New +$435K ﹤0.01% 3876
2022
Q4
Sell
-18,716
Closed -$99K 5602
2022
Q3
$99K Buy
+18,716
New +$99K ﹤0.01% 4904
2014
Q1
Sell
-11,277
Closed -$101K 2423
2013
Q4
$101K Sell
11,277
-1,636
-13% -$14.7K ﹤0.01% 1921
2013
Q3
$100K Buy
+12,913
New +$100K ﹤0.01% 2256