Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
+4,528
New +$435K ﹤0.01% 703
2013
Q4
Sell
-240,227
Closed -$8.37M 582
2013
Q3
$8.37M Buy
240,227
+74,599
+45% +$2.6M 0.09% 60
2013
Q2
$5.7M Buy
+165,628
New +$5.7M 0.07% 58