Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25,000
Closed -$1.89M 27
2024
Q4
$1.89M Buy
+25,000
New +$1.89M 8.08% 3
2017
Q1
Sell
-10,000
Closed -$508K 45
2016
Q4
$508K Sell
10,000
-10,000
-50% -$508K 0.55% 31
2016
Q3
$1.05M Buy
+20,000
New +$1.05M 1.32% 18