Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
+2,605
New +$465K 0.01% 139
2024
Q3
Sell
-2,548
Closed -$570K 237
2024
Q2
$570K Buy
+2,548
New +$570K 0.01% 234
2017
Q4
Sell
-4,800
Closed -$317K 1118
2017
Q3
$317K Buy
+4,800
New +$317K ﹤0.01% 859
2015
Q4
Hold
0
564
2015
Q3
Hold
0
463
2015
Q1
Sell
-96,678
Closed -$3.4M 213
2014
Q4
$3.4M Buy
+96,678
New +$3.4M 0.08% 44
2014
Q1
Sell
-30,269
Closed -$707K 135
2013
Q4
$707K Buy
+30,269
New +$707K 0.02% 51