Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-24
Closed -$557 375
2024
Q4
$557 Buy
+24
New +$557 ﹤0.01% 1083
2015
Q2
Sell
-5,184
Closed -$220K 148
2015
Q1
$220K Hold
5,184
0.13% 124
2014
Q4
$238K Buy
+5,184
New +$238K 0.16% 107