Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
+1,383
New +$302K ﹤0.01% 965
2014
Q4
Sell
-3,780
Closed -$76K 547
2014
Q3
$76K Hold
3,780
0.04% 170
2014
Q2
$79K Hold
3,780
0.03% 177
2014
Q1
$68K Hold
3,780
0.03% 187
2013
Q4
$66K Buy
+3,780
New +$66K 0.02% 291