Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
+6,942
New +$565K 2% 16
2015
Q1
Sell
-3,400
Closed -$66K 167
2014
Q4
$66K Buy
+3,400
New +$66K 0.09% 309
2013
Q4
Sell
-5,609
Closed -$141K 194
2013
Q3
$141K Buy
+5,609
New +$141K 0.32% 146