Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,781
Closed -$221K 138
2024
Q4
$221K Buy
+6,781
New +$221K 0.03% 145
2014
Q3
Sell
-30,167
Closed -$461K 108
2014
Q2
$461K Sell
30,167
-1,156
-4% -$17.7K 0.19% 85
2014
Q1
$460K Sell
31,323
-166,461
-84% -$2.44M 0.18% 88
2013
Q4
$2.51M Buy
197,784
+35,122
+22% +$446K 1.24% 24
2013
Q3
$1.55M Hold
162,662
0.82% 40
2013
Q2
$1.83M Buy
+162,662
New +$1.83M 1.06% 29