Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
+301,445
New +$2.56M 0.39% 126
2023
Q2
Sell
-344,670
Closed -$3.31M 388
2023
Q1
$3.31M Buy
+344,670
New +$3.31M 0.65% 26
2018
Q4
Sell
-135,877
Closed -$3.22M 327
2018
Q3
$3.22M Sell
135,877
-10,258
-7% -$243K 0.48% 95
2018
Q2
$2.83M Buy
+146,135
New +$2.83M 0.45% 109