Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.42M Buy
140,092
+90,930
+185% +$6.11M 0.2% 144
2025
Q1
$3.83M Sell
49,162
-21,734
-31% -$1.69M 0.09% 363
2024
Q4
$5.8M Buy
70,896
+65,976
+1,341% +$5.39M 0.14% 238
2024
Q3
$381K Buy
+4,920
New +$381K 0.01% 949
2014
Q2
Sell
-30,670
Closed -$1.44M 320
2014
Q1
$1.44M Buy
+30,670
New +$1.44M 0.57% 54