Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
14,129
+5,020
+55% +$404K 0.05% 227
2025
Q1
$731K Buy
+9,109
New +$731K 0.04% 285
2022
Q2
Sell
-9,695
Closed -$681K 920
2022
Q1
$681K Hold
9,695
0.02% 432
2021
Q4
$606K Hold
9,695
0.02% 472
2021
Q3
$598K Buy
+9,695
New +$598K 0.03% 456
2014
Q1
Sell
-44,715
Closed -$2.15M 533
2013
Q4
$2.15M Buy
+44,715
New +$2.15M 0.1% 121