Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,971
Closed -$1.37M 1636
2024
Q4
$1.37M Buy
1,971
+217
+12% +$150K 0.1% 231
2024
Q3
$1.46M Buy
+1,754
New +$1.46M 0.11% 233
2015
Q2
Sell
-2,551
Closed -$258K 1937
2015
Q1
$258K Buy
+2,551
New +$258K 0.01% 1792