Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
+5,600
New +$2M 0.02% 530
2014
Q2
Sell
-3,200
Closed -$270K 875
2014
Q1
$270K Hold
3,200
﹤0.01% 779
2013
Q4
$268K Sell
3,200
-3,100
-49% -$260K ﹤0.01% 764
2013
Q3
$469K Sell
6,300
-700
-10% -$52.1K ﹤0.01% 700
2013
Q2
$450K Buy
+7,000
New +$450K ﹤0.01% 676