Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.01M Sell
192,947
-4,577
-2% -$95.1K ﹤0.01% 871
2025
Q1
$3.5M Sell
197,524
-13,137
-6% -$233K ﹤0.01% 859
2024
Q4
$3.27M Buy
210,661
+10,913
+5% +$169K ﹤0.01% 852
2024
Q3
$3.07M Buy
199,748
+63,338
+46% +$974K ﹤0.01% 847
2024
Q2
$1.86M Buy
136,410
+36,241
+36% +$495K ﹤0.01% 1019
2024
Q1
$1.4M Buy
100,169
+32,614
+48% +$457K ﹤0.01% 1126
2023
Q4
$908K Buy
+67,555
New +$908K ﹤0.01% 1283
2017
Q3
Sell
-300
Closed -$5K 2803
2017
Q2
$5K Hold
300
﹤0.01% 3934
2017
Q1
$5K Hold
300
﹤0.01% 3900
2016
Q4
$4K Sell
300
-352
-54% -$4.69K ﹤0.01% 3960
2016
Q3
$10K Buy
652
+202
+45% +$3.1K ﹤0.01% 3458
2016
Q2
$6K Hold
450
﹤0.01% 3478
2016
Q1
$6K Buy
450
+300
+200% +$4K ﹤0.01% 3448
2015
Q4
$2K Hold
150
﹤0.01% 3940
2015
Q3
$2K Buy
+150
New +$2K ﹤0.01% 3873
2015
Q2
Sell
-150
Closed -$2K 2029
2015
Q1
$2K Hold
150
﹤0.01% 3778
2014
Q4
$2K Hold
150
﹤0.01% 3725
2014
Q3
$2K Hold
150
﹤0.01% 3574
2014
Q2
$2K Hold
150
﹤0.01% 3407
2014
Q1
$2K Hold
150
﹤0.01% 3279
2013
Q4
$2K Hold
150
﹤0.01% 3098
2013
Q3
$3K Hold
150
﹤0.01% 2888
2013
Q2
$2K Buy
+150
New +$2K ﹤0.01% 2825