Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
19,778
+4,145
+27% +$508K 0.08% 204
2025
Q1
$1.42M Buy
15,633
+195
+1% +$17.8K 0.05% 262
2024
Q4
$1.78M Buy
+15,438
New +$1.78M 0.06% 233
2016
Q4
Sell
-44,359
Closed -$596K 385
2016
Q3
$596K Buy
+44,359
New +$596K 0.04% 245