Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Buy
24,000
+15,000
+167% +$1.14M 0.02% 132
2025
Q1
$675K Buy
+9,000
New +$675K 0.01% 135
2014
Q1
Sell
-10,300
Closed -$372K 111
2013
Q4
$372K Sell
10,300
-2,786
-21% -$101K 0.01% 106
2013
Q3
$417K Sell
13,086
-10,296
-44% -$328K 0.01% 104
2013
Q2
$799K Buy
+23,382
New +$799K 0.03% 101