Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
5,935
+1,084
+22% +$381K 0.03% 382
2025
Q1
$1.54M Sell
4,851
-350
-7% -$111K 0.02% 450
2024
Q4
$1.75M Buy
5,201
+1,874
+56% +$632K 0.02% 455
2024
Q3
$1.06M Buy
+3,327
New +$1.06M 0.01% 581
2014
Q1
Sell
-21,558
Closed -$1.88M 931
2013
Q4
$1.88M Buy
+21,558
New +$1.88M 0.02% 257