Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
33,168
+12,573
+61% +$955K ﹤0.01% 1202
2025
Q1
$1.35M Buy
20,595
+5,467
+36% +$359K ﹤0.01% 1482
2024
Q4
$1.07M Buy
15,128
+652
+5% +$46.1K ﹤0.01% 1596
2024
Q3
$899K Buy
14,476
+2,501
+21% +$155K ﹤0.01% 1693
2024
Q2
$670K Buy
11,975
+1,279
+12% +$71.5K ﹤0.01% 1815
2024
Q1
$688K Buy
10,696
+836
+8% +$53.8K ﹤0.01% 1789
2023
Q4
$525K Sell
9,860
-3,516
-26% -$187K ﹤0.01% 1906
2023
Q3
$720K Sell
13,376
-775
-5% -$41.7K ﹤0.01% 1527
2023
Q2
$749K Buy
14,151
+2,062
+17% +$109K ﹤0.01% 1472
2023
Q1
$634K Buy
12,089
+858
+8% +$45K ﹤0.01% 1554
2022
Q4
$568K Sell
11,231
-8,591
-43% -$434K ﹤0.01% 1583
2022
Q3
$1.08M Buy
19,822
+1,667
+9% +$90.5K ﹤0.01% 1018
2022
Q2
$1.06M Buy
18,155
+4,016
+28% +$234K ﹤0.01% 888
2022
Q1
$1.02M Buy
+14,139
New +$1.02M ﹤0.01% 926
2015
Q4
Sell
-10,735
Closed -$176K 555
2015
Q3
$176K Buy
+10,735
New +$176K 0.01% 495
2014
Q1
Sell
-10,000
Closed -$347K 371
2013
Q4
$347K Hold
10,000
0.04% 259
2013
Q3
$297K Buy
+10,000
New +$297K 0.05% 234