Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Buy
+7,388
New +$739K 0.27% 96
2024
Q3
Sell
-3,700
Closed -$346K 409
2024
Q2
$346K Buy
+3,700
New +$346K 0.34% 107
2018
Q4
Sell
-53,760
Closed -$3.8M 1993
2018
Q3
$3.8M Buy
+53,760
New +$3.8M 0.08% 325