Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$727K Buy
8,421
+3,534
+72% +$305K 0.26% 98
2025
Q1
$254K Buy
+4,887
New +$254K 0.12% 284
2020
Q1
Sell
-101,957
Closed -$2.11M 301
2019
Q4
$2.11M Buy
+101,957
New +$2.11M 0.06% 392