Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,519
Closed -$4.58M 79
2025
Q1
$4.58M Buy
+19,519
New +$4.58M 0.48% 39
2019
Q2
Sell
-159,285
Closed -$16.4M 77
2019
Q1
$16.4M Sell
159,285
-66,054
-29% -$6.8M 2.19% 17
2018
Q4
$27M Buy
+225,339
New +$27M 4.07% 4
2018
Q2
Sell
-79,762
Closed -$7.6M 122
2018
Q1
$7.6M Buy
+79,762
New +$7.6M 0.6% 53
2016
Q2
Sell
-39,778
Closed -$1.67M 109
2016
Q1
$1.67M Buy
+39,778
New +$1.67M 0.09% 79