Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.55K Buy
527
+469
+809% +$5.83K ﹤0.01% 2757
2025
Q1
$887 Hold
58
﹤0.01% 2987
2024
Q4
$851 Buy
+58
New +$851 ﹤0.01% 3059
2016
Q1
Sell
-6,387
Closed -$214K 439
2015
Q4
$214K Sell
6,387
-3,634
-36% -$122K 0.02% 366
2015
Q3
$377K Sell
10,021
-1,708
-15% -$64.3K 0.03% 319
2015
Q2
$566K Sell
11,729
-2,893
-20% -$140K 0.04% 289
2015
Q1
$731K Sell
14,622
-597
-4% -$29.8K 0.05% 255
2014
Q4
$997K Sell
15,219
-481
-3% -$31.5K 0.07% 193
2014
Q3
$1.2M Sell
15,700
-36,840
-70% -$2.8M 0.12% 136
2014
Q2
$4.33M Sell
52,540
-3,516
-6% -$290K 0.42% 68
2014
Q1
$3.94M Buy
56,056
+6,275
+13% +$441K 0.4% 71
2013
Q4
$3.57M Buy
49,781
+1,119
+2% +$80.2K 0.38% 67
2013
Q3
$3.43M Buy
48,662
+4,337
+10% +$305K 0.45% 55
2013
Q2
$2.75M Buy
+44,325
New +$2.75M 0.36% 64