Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.4M Buy
44,488
+23,003
+107% +$2.79M 2.4% 15
2025
Q1
$1.94M Buy
+21,485
New +$1.94M 0.89% 37
2017
Q2
Sell
-78
Closed -$1K 148
2017
Q1
$1K Hold
78
﹤0.01% 414
2016
Q4
$1K Hold
78
﹤0.01% 422
2016
Q3
$1K Buy
+78
New +$1K ﹤0.01% 423