Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
+15,877
New +$1.46M ﹤0.01% 301
2025
Q1
Sell
-33,065
Closed -$3.06M 1137
2024
Q4
$3.06M Sell
33,065
-3,279
-9% -$303K 0.01% 198
2024
Q3
$3.37M Buy
36,344
+26,758
+279% +$2.48M 0.01% 204
2024
Q2
$719K Buy
+9,586
New +$719K ﹤0.01% 503
2024
Q1
Sell
-23,073
Closed -$1.6M 1770
2023
Q4
$1.6M Buy
+23,073
New +$1.6M ﹤0.01% 472
2016
Q2
Sell
-300
Closed -$8K 1945
2016
Q1
$8K Sell
300
-5,300
-95% -$141K ﹤0.01% 1482
2015
Q4
$161K Buy
+5,600
New +$161K ﹤0.01% 824