Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,275
Closed -$1.52M 318
2024
Q4
$1.52M Buy
+16,275
New +$1.52M 0.04% 217
2024
Q3
Sell
-5,000
Closed -$535K 330
2024
Q2
$535K Buy
+5,000
New +$535K 0.02% 245
2016
Q2
Sell
-153,817
Closed -$3.32M 199
2016
Q1
$3.32M Buy
+153,817
New +$3.32M 0.21% 82
2015
Q1
Sell
-90,000
Closed -$4.17M 169
2014
Q4
$4.17M Buy
+90,000
New +$4.17M 0.49% 45
2013
Q3
Hold
0
155
2013
Q2
Hold
0
162