Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Hold
6,427
0.11% 132
2025
Q1
$310K Hold
6,427
0.09% 139
2024
Q4
$239K Hold
6,427
0.07% 160
2024
Q3
$344K Hold
6,427
0.09% 127
2024
Q2
$269K Buy
+6,427
New +$269K 0.06% 153
2022
Q1
Sell
-6,990
Closed -$434K 159
2021
Q4
$434K Hold
6,990
0.16% 107
2021
Q3
$380K Buy
+6,990
New +$380K 0.16% 106
2021
Q2
Sell
-6,990
Closed -$421K 149
2021
Q1
$421K Buy
+6,990
New +$421K 0.19% 97
2015
Q3
Sell
-3,640
Closed -$85K 204
2015
Q2
$85K Sell
3,640
-260
-7% -$6.07K 0.07% 141
2015
Q1
$84K Hold
3,900
0.07% 140
2014
Q4
$73K Buy
+3,900
New +$73K 0.06% 168