Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
10,700
+6,300
+143% +$1.19M 0.58% 12
2025
Q1
$1.03M Buy
+4,400
New +$1.03M 0.14% 27
2016
Q2
Sell
-19,300
Closed -$809K 231
2016
Q1
$809K Buy
+19,300
New +$809K 0.05% 103
2015
Q4
Hold
0
235
2015
Q3
Hold
0
203