Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
+3,097
New +$231K ﹤0.01% 489
2017
Q2
Sell
-1,169
Closed -$39K 228
2017
Q1
$39K Buy
+1,169
New +$39K ﹤0.01% 287
2015
Q3
Sell
-8,580
Closed -$218K 148
2015
Q2
$218K Sell
8,580
-974
-10% -$24.7K 0.03% 143
2015
Q1
$232K Sell
9,554
-1,188
-11% -$28.8K 0.03% 130
2014
Q4
$254K Buy
10,742
+784
+8% +$18.5K 0.04% 115
2014
Q3
$237K Sell
9,958
-119
-1% -$2.83K 0.04% 111
2014
Q2
$212K Sell
10,077
-891
-8% -$18.7K 0.03% 115
2014
Q1
$255K Sell
10,968
-13,721
-56% -$319K 0.04% 108
2013
Q4
$570K Sell
24,689
-3,854
-14% -$89K 0.09% 67
2013
Q3
$670K Buy
28,543
+10,150
+55% +$238K 0.12% 59
2013
Q2
$400K Buy
+18,393
New +$400K 0.07% 84