Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Buy
12,547
+8,086
+181% +$388K 0.02% 196
2025
Q1
$222K Buy
+4,461
New +$222K 0.01% 309
2019
Q1
Sell
-176,000
Closed -$2.67M 51
2018
Q4
$2.67M Buy
+176,000
New +$2.67M 0.18% 32