Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03K Buy
83
+11
+15% +$137 ﹤0.01% 1251
2025
Q1
$1.1K Buy
+72
New +$1.1K ﹤0.01% 1312
2015
Q2
Sell
-4,471
Closed -$224K 232
2015
Q1
$224K Sell
4,471
-25,452
-85% -$1.28M 0.03% 231
2014
Q4
$1.96M Buy
29,923
+6,342
+27% +$416K 0.31% 97
2014
Q3
$1.8M Buy
23,581
+9,031
+62% +$687K 0.27% 99
2014
Q2
$1.2M Sell
14,550
-1,679
-10% -$138K 0.2% 121
2014
Q1
$1.14M Buy
16,229
+2,237
+16% +$157K 0.18% 126
2013
Q4
$1M Buy
13,992
+7,308
+109% +$524K 0.17% 130
2013
Q3
$471K Buy
6,684
+887
+15% +$62.5K 0.09% 167
2013
Q2
$360K Buy
+5,797
New +$360K 0.08% 162