Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
10,081
+81
+0.8% +$11.2K 0.31% 49
2025
Q1
$1.6M Sell
10,000
-10,000
-50% -$1.6M 0.42% 44
2024
Q4
$2.66M Buy
+20,000
New +$2.66M 0.35% 53
2024
Q1
Sell
-15,191
Closed -$2.19M 230
2023
Q4
$2.19M Buy
+15,191
New +$2.19M 0.6% 36
2019
Q1
Sell
-33,573
Closed -$1.36M 151
2018
Q4
$1.36M Buy
+33,573
New +$1.36M 0.35% 78
2015
Q2
Sell
-3,530
Closed -$240K 1221
2015
Q1
$240K Sell
3,530
-2,825
-44% -$192K 0.08% 260
2014
Q4
$469K Buy
+6,355
New +$469K 0.08% 265