Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
+6,000
New +$379K 0.16% 52
2018
Q1
Sell
-213,675
Closed -$8.09M 275
2017
Q4
$8.09M Buy
+213,675
New +$8.09M 0.14% 179
2016
Q1
Hold
0
329
2015
Q4
Hold
0
346
2015
Q3
Hold
0
328