Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.96M Buy
48,634
+8,413
+21% +$684K 0.05% 460
2025
Q1
$2.43M Sell
40,221
-1,336
-3% -$80.7K 0.03% 629
2024
Q4
$3.52M Buy
41,557
+9,274
+29% +$787K 0.04% 466
2024
Q3
$1.99M Buy
+32,283
New +$1.99M 0.02% 670
2022
Q1
Sell
-15,522
Closed -$1.2M 867
2021
Q4
$1.2M Buy
+15,522
New +$1.2M 0.02% 763
2013
Q3
Sell
-13,897
Closed -$270K 451
2013
Q2
$270K Buy
+13,897
New +$270K 0.03% 313