Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Hold
5,296
0.04% 90
2025
Q1
$359K Buy
+5,296
New +$359K 0.05% 89
2013
Q4
Sell
-475,580
Closed -$11.2M 83
2013
Q3
$11.2M Sell
475,580
-174,052
-27% -$4.09M 2.47% 13
2013
Q2
$14.1M Buy
+649,632
New +$14.1M 3.46% 4