Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
3,822
+702
+23% +$52.3K 0.02% 709
2025
Q1
$211K Buy
+3,120
New +$211K 0.01% 791
2018
Q2
Sell
-8,448
Closed -$340K 420
2018
Q1
$340K Buy
+8,448
New +$340K 0.06% 282
2014
Q1
Sell
-8,791
Closed -$203K 228
2013
Q4
$203K Sell
8,791
-3,348
-28% -$77.3K 0.1% 217
2013
Q3
$285K Sell
12,139
-5,995
-33% -$141K 0.17% 145
2013
Q2
$395K Buy
+18,134
New +$395K 0.27% 92