Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
8,051
+89
+1% +$13.4K 0.09% 110
2025
Q1
$1.1M Buy
+7,962
New +$1.1M 0.1% 110
2022
Q3
Sell
-8,370
Closed -$906K 185
2022
Q2
$906K Sell
8,370
-7
-0.1% -$758 0.19% 90
2022
Q1
$1.04M Buy
8,377
+4
+0% +$498 0.25% 86
2021
Q4
$1.24M Buy
8,373
+8
+0.1% +$1.19K 0.27% 79
2021
Q3
$1.23M Hold
8,365
0.34% 68
2021
Q2
$1.39M Buy
8,365
+5
+0.1% +$830 0.44% 58
2021
Q1
$1.39M Buy
+8,360
New +$1.39M 0.71% 42
2014
Q2
$685K Sell
5,716
-48
-0.8% -$5.75K 0.57% 46
2014
Q1
$654K Buy
5,764
+12
+0.2% +$1.36K 0.66% 42
2013
Q4
$674K Buy
+5,752
New +$674K 0.69% 41