Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.11M Buy
+34,235
New +$4.11M 0.36% 69
2022
Q1
Sell
-2,073
Closed -$361K 223
2021
Q4
$361K Buy
+2,073
New +$361K 0.06% 172
2019
Q3
Sell
-3,266
Closed -$500K 291
2019
Q2
$500K Sell
3,266
-6,686
-67% -$1.02M 0.03% 295
2019
Q1
$1.6M Buy
+9,952
New +$1.6M 0.14% 143