Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$455K Buy
+17,190
New +$455K ﹤0.01% 3823
2025
Q1
Sell
-4,825
Closed -$207K 5806
2024
Q4
$207K Buy
+4,825
New +$207K ﹤0.01% 5053
2014
Q3
Sell
-18,967
Closed -$239K 2290
2014
Q2
$239K Buy
+18,967
New +$239K ﹤0.01% 1774