Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Hold
7,000
0.29% 57
2025
Q1
$1.74M Hold
7,000
0.27% 59
2024
Q4
$1.54M Hold
7,000
0.23% 65
2024
Q3
$1.55M Hold
7,000
0.24% 63
2024
Q2
$1.21M Hold
7,000
0.19% 69
2024
Q1
$1.34M Hold
7,000
0.25% 64
2023
Q4
$1.14M Hold
7,000
0.23% 71
2023
Q3
$982K Sell
7,000
-643
-8% -$90.2K 0.22% 68
2023
Q2
$1.02M Buy
+7,643
New +$1.02M 0.21% 72
2020
Q2
Sell
-7,230
Closed -$767K 156
2020
Q1
$767K Buy
+7,230
New +$767K 0.35% 51
2014
Q2
Sell
-1,234
Closed -$227K 91
2014
Q1
$227K Buy
+1,234
New +$227K 0.27% 65
2013
Q4
Sell
-1,517
Closed -$269K 86
2013
Q3
$269K Buy
1,517
+242
+19% +$42.9K 0.26% 58
2013
Q2
$233K Buy
+1,275
New +$233K 0.24% 67