Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
+667
New +$203K 0.06% 178
2015
Q3
Sell
-1,000
Closed -$70K 229
2015
Q2
$70K Hold
1,000
0.06% 152
2015
Q1
$72K Hold
1,000
0.06% 149
2014
Q4
$69K Buy
+1,000
New +$69K 0.06% 173