Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-660
Closed -$209K 100
2024
Q4
$209K Buy
660
+60
+10% +$19K 0.06% 14
2024
Q3
$165K Hold
600
0.03% 17
2024
Q2
$157K Buy
+600
New +$157K 0.04% 20
2015
Q1
Sell
-51,656
Closed -$3.39M 15
2014
Q4
$3.39M Hold
51,656
0.28% 18
2014
Q3
$2.76M Hold
51,656
0.23% 19
2014
Q2
$2.72M Hold
51,656
0.22% 19
2014
Q1
$2.79M Hold
51,656
0.24% 13
2013
Q4
$2.88M Hold
51,656
0.28% 13
2013
Q3
$2.47M Buy
+51,656
New +$2.47M 0.3% 9