Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.18M Sell
4,144
-889
-18% -$682K 0.22% 107
2025
Q1
$2.77M Buy
5,033
+1,183
+31% +$651K 0.21% 104
2024
Q4
$1.72M Sell
3,850
-273
-7% -$122K 0.13% 115
2024
Q3
$1.52M Buy
+4,123
New +$1.52M 0.12% 121
2018
Q4
Sell
-25,000
Closed -$4.52M 878
2018
Q3
$4.52M Buy
+25,000
New +$4.52M 0.16% 155