Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.44M Buy
21,845
+10,253
+88% +$3.02M 5.52% 5
2025
Q1
$2.88M Buy
+11,592
New +$2.88M 4.3% 16
2014
Q3
Sell
-6,326
Closed -$1.1M 73
2014
Q2
$1.1M Buy
+6,326
New +$1.1M 0.95% 48