Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,156
Closed -$210K 1212
2025
Q1
$210K Buy
+4,156
New +$210K ﹤0.01% 1039
2014
Q4
Sell
-396
Closed -$6K 615
2014
Q3
$6K Hold
396
﹤0.01% 595
2014
Q2
$6K Hold
396
﹤0.01% 559
2014
Q1
$6K Hold
396
﹤0.01% 521
2013
Q4
$6K Buy
+396
New +$6K ﹤0.01% 647