Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
25,300
+6,900
+38% +$87.1K ﹤0.01% 1487
2025
Q1
$289K Buy
18,400
+7,100
+63% +$111K ﹤0.01% 1414
2024
Q4
$193K Buy
+11,300
New +$193K ﹤0.01% 1518
2024
Q1
Hold
0
2015
2023
Q4
Hold
0
1993
2023
Q3
Sell
-36,800
Closed -$371K 2026
2023
Q2
$371K Buy
36,800
+5,100
+16% +$51.4K ﹤0.01% 1399
2023
Q1
$547K Buy
31,700
+25,800
+437% +$445K ﹤0.01% 1258
2022
Q4
$81K Sell
5,900
-7,433
-56% -$102K ﹤0.01% 1752
2022
Q3
$220K Buy
13,333
+3,758
+39% +$62K ﹤0.01% 1580
2022
Q2
$224K Buy
+9,575
New +$224K ﹤0.01% 1575