Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.57M Buy
34,141
+1,800
+6% +$188K 0.89% 40
2025
Q1
$3.23M Buy
+32,341
New +$3.23M 0.86% 41
2014
Q1
Sell
-2,882
Closed -$96K 47
2013
Q4
$96K Buy
+2,882
New +$96K 0.07% 42