Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Hold
4,350
0.01% 414
2025
Q1
$250K Hold
4,350
0.01% 408
2024
Q4
$215K Buy
+4,350
New +$215K 0.01% 433
2023
Q3
Sell
-5,050
Closed -$200K 435
2023
Q2
$200K Buy
+5,050
New +$200K 0.01% 419
2014
Q4
Sell
-8,268
Closed -$362K 476
2014
Q3
$362K Buy
+8,268
New +$362K 0.03% 342