Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
+634
New +$120K 0.02% 233
2024
Q3
Sell
-800
Closed -$196K 695
2024
Q2
$196K Buy
+800
New +$196K 0.04% 85
2024
Q1
Hold
0
641
2023
Q4
Hold
0
666
2023
Q1
Sell
-1
Closed 990
2022
Q4
$0 Buy
+1
New ﹤0.01% 1085
2013
Q3
Sell
-100
Closed -$8K 407
2013
Q2
$8K Buy
+100
New +$8K ﹤0.01% 276