Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
856
+61
+8% +$21.8K 0.03% 157
2025
Q1
$216K Buy
+795
New +$216K 0.02% 178
2014
Q3
Sell
-2,700
Closed -$208K 108
2014
Q2
$208K Buy
+2,700
New +$208K 0.08% 96