Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Sell
32,840
-505
-2% -$32.6K 0.25% 126
2025
Q1
$2.23M Buy
+33,345
New +$2.23M 0.29% 127
2014
Q4
Sell
-28,557
Closed -$975K 217
2014
Q3
$975K Sell
28,557
-258
-0.9% -$8.81K 0.09% 189
2014
Q2
$1.06M Buy
28,815
+423
+1% +$15.6K 0.09% 179
2014
Q1
$1.11M Buy
+28,392
New +$1.11M 0.1% 167