Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.38M Buy
+317,741
New +$9.38M 0.22% 111
2018
Q1
Hold
0
235
2017
Q4
Hold
0
212
2016
Q4
Sell
-28,610
Closed -$697K 190
2016
Q3
$697K Buy
+28,610
New +$697K 0.04% 156
2016
Q1
Hold
0
186
2015
Q4
Hold
0
160
2015
Q3
Hold
0
149
2015
Q2
Hold
0
156
2015
Q1
Hold
0
165