Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
2,763
+484
+21% +$173K 0.13% 45
2025
Q1
$910K Sell
2,279
-317
-12% -$127K 0.17% 34
2024
Q4
$932K Hold
2,596
0.18% 28
2024
Q3
$898K Buy
+2,596
New +$898K 0.18% 30
2015
Q1
Sell
-2,000
Closed -$190K 8
2014
Q4
$190K Buy
+2,000
New +$190K 0.2% 8