Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.45M Buy
+11,340
New +$3.45M 0.43% 68
2015
Q4
Sell
-22
Closed -$1K 293
2015
Q3
$1K Sell
22
-5,754
-100% -$262K ﹤0.01% 308
2015
Q2
$406K Buy
5,776
+431
+8% +$30.3K 0.04% 238
2015
Q1
$386K Sell
5,345
-340
-6% -$24.6K 0.04% 243
2014
Q4
$396K Sell
5,685
-47
-0.8% -$3.27K 0.02% 217
2014
Q3
$414K Sell
5,732
-792
-12% -$57.2K 0.02% 212
2014
Q2
$502K Sell
6,524
-266
-4% -$20.5K 0.02% 190
2014
Q1
$552K Sell
6,790
-191
-3% -$15.5K 0.03% 160
2013
Q4
$608K Buy
6,981
+1,305
+23% +$114K 0.03% 148
2013
Q3
$420K Buy
5,676
+318
+6% +$23.5K 0.01% 189
2013
Q2
$390K Buy
+5,358
New +$390K 0.02% 167