Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Buy
+18,005
New +$752K 0.07% 67
2017
Q2
Sell
-12,964
Closed -$782K 414
2017
Q1
$782K Buy
+12,964
New +$782K 0.05% 180
2014
Q4
Sell
-29,946
Closed -$1.49M 449
2014
Q3
$1.49M Buy
+29,946
New +$1.49M 0.06% 212
2014
Q1
Sell
-17,016
Closed -$1.11M 528
2013
Q4
$1.11M Buy
+17,016
New +$1.11M 0.03% 288