Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Hold
1,444
0.21% 60
2025
Q1
$1.35M Sell
1,444
-16
-1% -$14.9K 0.16% 68
2024
Q4
$1.3M Sell
1,460
-1,300
-47% -$1.16M 0.15% 68
2024
Q3
$1.96M Buy
2,760
+1,250
+83% +$886K 0.23% 55
2024
Q2
$1.02M Sell
1,510
-127
-8% -$85.7K 0.13% 70
2024
Q1
$994K Sell
1,637
-1
-0.1% -$607 0.13% 75
2023
Q4
$797K Buy
+1,638
New +$797K 0.12% 78
2015
Q4
Sell
-2,000
Closed -$207K 74
2015
Q3
$207K Buy
+2,000
New +$207K 0.07% 64