Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
3,572
-15
-0.4% -$1.21K ﹤0.01% 329
2025
Q1
$292K Hold
3,587
﹤0.01% 322
2024
Q4
$262K Hold
3,587
﹤0.01% 343
2024
Q3
$213K Buy
+3,587
New +$213K ﹤0.01% 369
2014
Q3
Sell
-6,360
Closed -$221K 358
2014
Q2
$221K Buy
+6,360
New +$221K 0.01% 311