Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$784K Buy
6,059
+689
+13% +$89.1K 0.05% 309
2025
Q1
$642K Buy
+5,370
New +$642K 0.04% 357
2015
Q2
Sell
-32,098
Closed -$1.12M 498
2015
Q1
$1.12M Sell
32,098
-1,402
-4% -$49.1K 0.12% 131
2014
Q4
$1.28M Buy
33,500
+14,808
+79% +$564K 0.14% 129
2014
Q3
$664K Sell
18,692
-657
-3% -$23.3K 0.07% 208
2014
Q2
$756K Sell
19,349
-1,063
-5% -$41.5K 0.08% 190
2014
Q1
$744K Sell
20,412
-1,537
-7% -$56K 0.08% 192
2013
Q4
$760K Sell
21,949
-14,592
-40% -$505K 0.08% 184
2013
Q3
$1.02M Sell
36,541
-742
-2% -$20.7K 0.13% 143
2013
Q2
$1M Buy
+37,283
New +$1M 0.13% 147