Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$944K Sell
4,317
-57
-1% -$12.5K 0.02% 110
2025
Q1
$612K Buy
4,374
+357
+9% +$49.9K 0.01% 126
2024
Q4
$669K Buy
+4,017
New +$669K 0.01% 121
2019
Q4
Sell
-5,215
Closed -$287K 218
2019
Q3
$287K Buy
+5,215
New +$287K 0.01% 174
2015
Q4
Sell
-5,546
Closed -$200K 312
2015
Q3
$200K Sell
5,546
-160
-3% -$5.77K 0.01% 295
2015
Q2
$230K Sell
5,706
-2,000
-26% -$80.6K 0.01% 308
2015
Q1
$333K Buy
7,706
+173
+2% +$7.48K 0.01% 268
2014
Q4
$339K Sell
7,533
-440
-6% -$19.8K 0.01% 272
2014
Q3
$305K Buy
7,973
+160
+2% +$6.12K 0.01% 284
2014
Q2
$317K Buy
7,813
+300
+4% +$12.2K 0.01% 289
2014
Q1
$307K Hold
7,513
0.01% 278
2013
Q4
$287K Buy
+7,513
New +$287K 0.01% 292
2013
Q3
Sell
-11,113
Closed -$341K 358
2013
Q2
$341K Buy
+11,113
New +$341K 0.01% 261