Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-33,000
Closed -$7.25M 65
2024
Q4
$7.25M Buy
+33,000
New +$7.25M 2.54% 12
2019
Q4
Sell
-23,535
Closed -$3.27M 52
2019
Q3
$3.27M Buy
+23,535
New +$3.27M 1.58% 33