Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592 Sell
30
-15
-33% -$296 ﹤0.01% 1394
2025
Q1
$875 Buy
+45
New +$875 ﹤0.01% 1370
2015
Q1
Sell
-10,835
Closed -$335K 246
2014
Q4
$335K Sell
10,835
-52,450
-83% -$1.62M 0.05% 193
2014
Q3
$1.94M Sell
63,285
-28,540
-31% -$874K 0.3% 94
2014
Q2
$3.58M Sell
91,825
-5,753
-6% -$224K 0.59% 64
2014
Q1
$3.91M Buy
97,578
+5,080
+5% +$204K 0.63% 60
2013
Q4
$4.4M Sell
92,498
-1,871
-2% -$89K 0.73% 49
2013
Q3
$3.95M Buy
94,369
+11,309
+14% +$474K 0.73% 52
2013
Q2
$3.76M Buy
+83,060
New +$3.76M 0.8% 47