Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,000
Closed -$5.18M 121
2025
Q1
$5.18M Buy
+20,000
New +$5.18M 0.58% 34
2024
Q3
Sell
-4,000
Closed -$792K 128
2024
Q2
$792K Buy
+4,000
New +$792K 0.1% 108
2013
Q4
Hold
0
134
2013
Q3
Hold
0
140