Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,100
Closed -$2.3M 120
2024
Q4
$2.3M Sell
16,100
-1,100
-6% -$157K 0.22% 60
2024
Q3
$2.57M Buy
+17,200
New +$2.57M 0.25% 56
2015
Q3
$3K Hold
90
﹤0.01% 442
2015
Q2
$4K Hold
90
﹤0.01% 442
2015
Q1
$4K Sell
90
-60
-40% -$2.67K ﹤0.01% 442
2014
Q4
$6K Buy
+150
New +$6K ﹤0.01% 488
2013
Q4
$205K Buy
4,725
+4,485
+1,869% +$195K 0.02% 480
2013
Q3
$9K Hold
240
﹤0.01% 840
2013
Q2
$7K Buy
+240
New +$7K ﹤0.01% 857