Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Buy
+36,049
New +$1.91M 0.17% 171
2021
Q2
Sell
-40,887
Closed -$1.7M 231
2021
Q1
$1.7M Buy
+40,887
New +$1.7M 0.28% 72
2019
Q2
Sell
-15,410
Closed -$668K 402
2019
Q1
$668K Sell
15,410
-22,489
-59% -$975K 0.06% 232
2018
Q4
$1.37M Buy
+37,899
New +$1.37M 0.13% 246