Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Hold
27,500
0.3% 78
2025
Q1
$1.92M Buy
+27,500
New +$1.92M 0.26% 75
2023
Q3
Sell
-56,513
Closed -$3.21M 236
2023
Q2
$3.21M Buy
+56,513
New +$3.21M 0.79% 30
2015
Q1
Sell
-7,851
Closed -$174K 317
2014
Q4
$174K Buy
+7,851
New +$174K 0.08% 151