Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
3,019
-620
-17% -$52.6K ﹤0.01% 405
2025
Q1
$264K Buy
+3,639
New +$264K ﹤0.01% 389
2019
Q2
Sell
-11,154
Closed -$800K 549
2019
Q1
$800K Buy
+11,154
New +$800K ﹤0.01% 346
2015
Q3
Sell
-115,158
Closed -$9.24M 498
2015
Q2
$9.24M Sell
115,158
-163,062
-59% -$13.1M 0.04% 236
2015
Q1
$22.2M Buy
+278,220
New +$22.2M 0.1% 149