Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,601
Closed -$2.45M 192
2025
Q1
$2.45M Buy
+3,601
New +$2.45M 0.6% 48
2021
Q2
Sell
-998
Closed -$330K 110
2021
Q1
$330K Buy
+998
New +$330K 0.11% 62
2016
Q2
Sell
-61,978
Closed -$4.51M 48
2016
Q1
$4.51M Buy
+61,978
New +$4.51M 3.95% 8