Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.3K Buy
+300
New +$39.3K ﹤0.01% 2061
2015
Q4
Sell
-12,134
Closed -$243K 2005
2015
Q3
$243K Sell
12,134
-3,866
-24% -$77.4K ﹤0.01% 1487
2015
Q2
$428K Sell
16,000
-2,000
-11% -$53.5K ﹤0.01% 1376
2015
Q1
$736K Sell
18,000
-5,800
-24% -$237K ﹤0.01% 995
2014
Q4
$784K Sell
23,800
-1,800
-7% -$59.3K ﹤0.01% 950
2014
Q3
$627K Buy
25,600
+4,200
+20% +$103K ﹤0.01% 1066
2014
Q2
$752K Sell
21,400
-4,200
-16% -$148K ﹤0.01% 973
2014
Q1
$675K Sell
25,600
-3,600
-12% -$94.9K ﹤0.01% 1002
2013
Q4
$701K Sell
29,200
-4,400
-13% -$106K ﹤0.01% 1032
2013
Q3
$789K Sell
33,600
-2,200
-6% -$51.7K ﹤0.01% 1013
2013
Q2
$735K Buy
+35,800
New +$735K ﹤0.01% 1094