Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09K Hold
5
﹤0.01% 300
2025
Q1
$700 Hold
5
﹤0.01% 310
2024
Q4
$834 Hold
5
﹤0.01% 317
2024
Q3
$852 Hold
5
﹤0.01% 323
2024
Q2
$706 Buy
+5
New +$706 ﹤0.01% 338
2015
Q2
$6.15M Buy
152,563
+5,328
+4% +$215K 1.05% 33
2015
Q1
$6.35M Sell
147,235
-200
-0.1% -$8.63K 1.16% 32
2014
Q4
$6.63M Sell
147,435
-3,050
-2% -$137K 1.19% 30
2014
Q3
$5.76M Sell
150,485
-3,100
-2% -$119K 1.09% 36
2014
Q2
$6.23M Buy
153,585
+19,385
+14% +$786K 1.1% 33
2014
Q1
$5.49M Sell
134,200
-18,050
-12% -$738K 1.02% 33
2013
Q4
$5.83M Sell
152,250
-2,600
-2% -$99.5K 1.11% 32
2013
Q3
$5.14M Sell
154,850
-2,800
-2% -$92.9K 1.03% 35
2013
Q2
$4.84M Buy
+157,650
New +$4.84M 1.02% 37