Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Hold
1,406
0.05% 144
2025
Q1
$206K Buy
+1,406
New +$206K 0.06% 144
2021
Q4
Sell
-1,725
Closed -$254K 200
2021
Q3
$254K Buy
1,725
+425
+33% +$62.6K 0.06% 187
2021
Q2
$215K Hold
1,300
0.05% 178
2021
Q1
$209K Buy
+1,300
New +$209K 0.06% 174
2014
Q2
Sell
-2,045
Closed -$232K 92
2014
Q1
$232K Hold
2,045
0.17% 68
2013
Q4
$240K Hold
2,045
0.17% 65
2013
Q3
$204K Sell
2,045
-479
-19% -$47.8K 0.18% 66
2013
Q2
$231K Buy
+2,524
New +$231K 0.2% 58