Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206 Buy
+2
New +$206 ﹤0.01% 489
2018
Q3
Sell
-935
Closed -$57K 346
2018
Q2
$57K Buy
+935
New +$57K 0.02% 157
2014
Q4
Sell
-43,890
Closed -$2M 144
2014
Q3
$2M Buy
43,890
+570
+1% +$25.9K 0.94% 34
2014
Q2
$2.44M Buy
43,320
+7,505
+21% +$422K 1.11% 33
2014
Q1
$1.98M Buy
35,815
+810
+2% +$44.7K 0.92% 37
2013
Q4
$2.07M Buy
35,005
+1,165
+3% +$69K 0.99% 33
2013
Q3
$2.05M Buy
33,840
+470
+1% +$28.4K 1% 30
2013
Q2
$1.68M Buy
+33,370
New +$1.68M 0.91% 33