Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
53,955
-4,594
-8% -$112K 0.08% 209
2025
Q1
$1.62M Buy
58,549
+3,734
+7% +$103K 0.09% 192
2024
Q4
$1.79M Sell
54,815
-3,374
-6% -$110K 0.1% 176
2024
Q3
$2.09M Buy
58,189
+442
+0.8% +$15.9K 0.13% 156
2024
Q2
$2.02M Buy
57,747
+2,700
+5% +$94.6K 0.14% 154
2024
Q1
$1.66M Buy
55,047
+6,405
+13% +$194K 0.11% 169
2023
Q4
$1.46M Buy
+48,642
New +$1.46M 0.1% 178
2015
Q2
Sell
-2,444
Closed -$35K 415
2015
Q1
$35K Buy
+2,444
New +$35K ﹤0.01% 512