Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,500
Closed -$316K 141
2024
Q4
$316K Hold
6,500
0.03% 92
2024
Q3
$429K Buy
+6,500
New +$429K 0.04% 84
2014
Q2
Sell
-69,180
Closed -$4.59M 287
2014
Q1
$4.59M Buy
+69,180
New +$4.59M 0.76% 16