Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,071
Closed -$279K 38
2024
Q4
$279K Buy
+5,071
New +$279K 2.75% 15
2014
Q4
Sell
-4,842
Closed -$180K 417
2014
Q3
$180K Hold
4,842
0.29% 140
2014
Q2
$218K Buy
+4,842
New +$218K 0.2% 145