Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372 Buy
+5
New +$372 ﹤0.01% 422
2015
Q1
Sell
-13,876
Closed -$328K 148
2014
Q4
$328K Sell
13,876
-2,400
-15% -$56.7K 0.17% 113
2014
Q3
$388K Sell
16,276
-807
-5% -$19.2K 0.18% 121
2014
Q2
$360K Sell
17,083
-381
-2% -$8.03K 0.16% 130
2014
Q1
$406K Hold
17,464
0.19% 114
2013
Q4
$403K Hold
17,464
0.19% 112
2013
Q3
$410K Hold
17,464
0.2% 108
2013
Q2
$380K Buy
+17,464
New +$380K 0.21% 120