Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
466
2025
Q1
Sell
-21,191
Closed -$1.8M 474
2024
Q4
$1.8M Buy
+21,191
New +$1.8M 0.12% 171
2013
Q4
Sell
-18,940
Closed -$473K 921
2013
Q3
$473K Sell
18,940
-33,760
-64% -$843K 0.01% 741
2013
Q2
$844K Buy
+52,700
New +$844K 0.01% 590