Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
9,541
+4,789
+101% +$651K 0.06% 127
2025
Q1
$630K Buy
4,752
+63
+1% +$8.36K 0.03% 158
2024
Q4
$530K Sell
4,689
-362
-7% -$40.9K 0.03% 161
2024
Q3
$576K Buy
5,051
+72
+1% +$8.21K 0.03% 153
2024
Q2
$517K Buy
4,979
+116
+2% +$12.1K 0.03% 149
2024
Q1
$553K Buy
4,863
+40
+0.8% +$4.55K 0.04% 145
2023
Q4
$531K Sell
4,823
-84
-2% -$9.25K 0.04% 141
2023
Q3
$475K Buy
4,907
+18
+0.4% +$1.74K 0.04% 129
2023
Q2
$533K Buy
+4,889
New +$533K 0.04% 121
2014
Q3
Sell
-6,582
Closed -$269K 76
2014
Q2
$269K Sell
6,582
-1,092
-14% -$44.6K 0.23% 52
2014
Q1
$289K Buy
+7,674
New +$289K 0.22% 51