Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$778K Buy
73,998
+31,811
+75% +$335K 0.07% 66
2025
Q1
$524K Buy
+42,187
New +$524K 0.06% 83
2023
Q1
Hold
0
169
2022
Q4
Hold
0
249
2022
Q3
Hold
0
316
2022
Q2
Hold
0
380
2020
Q4
Hold
0
421
2020
Q3
Hold
0
291
2016
Q3
Hold
0
265
2016
Q2
Hold
0
202
2016
Q1
Hold
0
189
2015
Q2
Sell
-15,793
Closed -$203K 255
2015
Q1
$203K Sell
15,793
-82,272
-84% -$1.06M 0.01% 232
2014
Q4
$1.35M Buy
+98,065
New +$1.35M 0.05% 172
2014
Q1
Sell
-37,650
Closed -$546K 382
2013
Q4
$546K Buy
+37,650
New +$546K 0.02% 392
2013
Q3
Sell
-43,531
Closed -$522K 400
2013
Q2
$522K Buy
+43,531
New +$522K 0.02% 306