Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
+1,355
New +$296K 0.21% 138
2015
Q1
Sell
-6,736
Closed -$303K 131
2014
Q4
$303K Buy
+6,736
New +$303K 0.21% 96