Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
+32,006
New +$1.23M 0.01% 494
2013
Q4
Sell
-3,314
Closed -$208K 382
2013
Q3
$208K Sell
3,314
-152
-4% -$9.54K 0.01% 358
2013
Q2
$217K Buy
+3,466
New +$217K 0.01% 349