Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.49M Buy
+44,763
New +$5.49M 0.12% 51
2025
Q1
Sell
-91,771
Closed -$10.6M 497
2024
Q4
$10.6M Buy
+91,771
New +$10.6M 0.36% 32
2020
Q1
Hold
0
262
2019
Q4
Hold
0
194
2017
Q4
Sell
-9,264
Closed -$201K 434
2017
Q3
$201K Sell
9,264
-2,495
-21% -$54.1K 0.06% 37
2017
Q2
$202K Hold
11,759
0.04% 31
2017
Q1
$211K Buy
+11,759
New +$211K 0.04% 55