Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
5,717
+736
+15% +$151K 0.82% 33
2025
Q1
$1.11M Buy
4,981
+343
+7% +$76.2K 0.84% 29
2024
Q4
$1.15M Buy
+4,638
New +$1.15M 0.92% 32
2015
Q3
$361K Buy
11,896
+800
+7% +$24.3K 0.42% 18
2015
Q2
$348K Buy
11,096
+2,016
+22% +$63.2K 0.42% 18
2015
Q1
$266K Buy
9,080
+1,728
+24% +$50.6K 0.35% 19
2014
Q4
$203K Buy
+7,352
New +$203K 0.28% 21