Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.4K Hold
194
﹤0.01% 549
2025
Q1
$25.1K Hold
194
﹤0.01% 569
2024
Q4
$27.7K Sell
194
-48
-20% -$6.86K ﹤0.01% 562
2024
Q3
$36.2K Buy
+242
New +$36.2K ﹤0.01% 555
2014
Q2
Sell
-4,903
Closed -$210K 204
2014
Q1
$210K Hold
4,903
0.03% 199
2013
Q4
$213K Sell
4,903
-2,234
-31% -$97.1K 0.03% 199
2013
Q3
$256K Sell
7,137
-225
-3% -$8.07K 0.04% 189
2013
Q2
$216K Buy
+7,362
New +$216K 0.03% 195