Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Hold
7,918
0.62% 26
2025
Q1
$1.11M Buy
7,918
+2,600
+49% +$364K 0.47% 38
2024
Q4
$886K Buy
5,318
+918
+21% +$153K 0.56% 29
2024
Q3
$750K Hold
4,400
0.34% 29
2024
Q2
$621K Buy
4,400
+200
+5% +$28.2K 0.3% 34
2024
Q1
$528K Hold
4,200
0.26% 40
2023
Q4
$443K Hold
4,200
0.24% 45
2023
Q3
$445K Hold
4,200
0.26% 42
2023
Q2
$500K Hold
4,200
0.28% 40
2023
Q1
$390K Hold
4,200
0.23% 50
2022
Q4
$343K Hold
4,200
0.21% 55
2022
Q3
$256K Buy
+4,200
New +$256K 0.16% 73
2013
Q4
Sell
-849
Closed -$28K 67
2013
Q3
$28K Sell
849
-313
-27% -$10.3K 0.01% 54
2013
Q2
$36K Buy
+1,162
New +$36K 0.01% 79