Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
233
2024
Q4
Hold
0
222
2018
Q4
Hold
0
421
2018
Q3
Hold
0
334
2014
Q1
Sell
-13,968
Closed -$2.48M 501
2013
Q4
$2.48M Sell
13,968
-14,300
-51% -$2.54M 0.08% 162
2013
Q3
$5.19M Sell
28,268
-5,634
-17% -$1.03M 0.17% 84
2013
Q2
$6.26M Buy
+33,902
New +$6.26M 0.21% 81