Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$425K Hold
9,090
0.02% 188
2024
Q4
$466K Hold
9,090
0.03% 184
2024
Q3
$404K Hold
9,090
0.02% 177
2024
Q2
$365K Hold
9,090
0.02% 169
2024
Q1
$364K Hold
9,090
0.02% 173
2023
Q4
$342K Hold
9,090
0.02% 174
2023
Q3
$253K Buy
+9,090
New +$253K 0.02% 180
2014
Q2
Sell
-2,946
Closed -$70K 109
2014
Q1
$70K Sell
2,946
-143
-5% -$3.4K 0.01% 106
2013
Q4
$78K Buy
3,089
+143
+5% +$3.61K 0.01% 108
2013
Q3
$68K Sell
2,946
-527
-15% -$12.2K 0.01% 109
2013
Q2
$71K Buy
+3,473
New +$71K 0.01% 108