Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.15M Sell
31,529
-2,762
-8% -$364K 0.03% 324
2025
Q1
$3.59M Sell
34,291
-3,447
-9% -$361K 0.03% 337
2024
Q4
$4.1M Buy
37,738
+1,696
+5% +$184K 0.04% 370
2024
Q3
$3.85M Buy
36,042
+21,336
+145% +$2.28M 0.03% 397
2024
Q2
$1.46M Buy
+14,706
New +$1.46M 0.01% 516
2014
Q4
Sell
-34,977
Closed -$1.38M 536
2014
Q3
$1.38M Buy
+34,977
New +$1.38M 0.05% 256