Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Hold
5,975
0.15% 132
2025
Q1
$1.59M Hold
5,975
0.15% 126
2024
Q4
$1.5M Hold
5,975
0.13% 138
2024
Q3
$1.32M Buy
5,975
+72
+1% +$15.9K 0.13% 153
2024
Q2
$1.02M Sell
5,903
-1,690
-22% -$291K 0.11% 171
2024
Q1
$1.44M Hold
7,593
0.14% 151
2023
Q4
$1.36M Buy
7,593
+3,490
+85% +$625K 0.14% 151
2023
Q3
$661K Buy
+4,103
New +$661K 0.08% 224
2018
Q4
Sell
-2,605
Closed -$519K 442
2018
Q3
$519K Sell
2,605
-1,700
-39% -$339K 0.1% 294
2018
Q2
$742K Sell
4,305
-200
-4% -$34.5K 0.15% 232
2018
Q1
$651K Buy
4,505
+2,600
+136% +$376K 0.14% 245
2017
Q4
$250K Hold
1,905
0.07% 291
2017
Q3
$230K Hold
1,905
0.07% 284
2017
Q2
$242K Hold
1,905
0.06% 302
2017
Q1
$272K Buy
+1,905
New +$272K 0.06% 331
2014
Q1
Sell
-12
Closed -$1K 643
2013
Q4
$1K Hold
12
﹤0.01% 508
2013
Q3
$1K Buy
+12
New +$1K ﹤0.01% 490