Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.8M Buy
+243,767
New +$4.8M 0.73% 42
2023
Q3
Sell
-70,308
Closed -$1.08M 338
2023
Q2
$1.08M Buy
+70,308
New +$1.08M 0.2% 227
2021
Q1
Sell
-108,329
Closed -$3.54M 395
2020
Q4
$3.54M Buy
+108,329
New +$3.54M 0.58% 30
2018
Q3
Sell
-101,757
Closed -$3.36M 339
2018
Q2
$3.36M Buy
+101,757
New +$3.36M 0.53% 60