Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$443K Buy
3,094
+109
+4% +$15.6K 0.02% 146
2025
Q1
$499K Hold
2,985
0.03% 123
2024
Q4
$432K Buy
+2,985
New +$432K 0.03% 133
2015
Q2
Sell
-2,200
Closed -$231K 137
2015
Q1
$231K Sell
2,200
-1,500
-41% -$158K 0.02% 128
2014
Q4
$415K Buy
3,700
+800
+28% +$89.7K 0.03% 91
2014
Q3
$346K Buy
+2,900
New +$346K 0.02% 105