Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
+62,700
New +$1.12M 0.04% 135
2024
Q3
Sell
-808,100
Closed -$5.92M 187
2024
Q2
$5.92M Buy
+808,100
New +$5.92M 0.49% 69
2020
Q4
Sell
-20,000
Closed -$401K 42
2020
Q3
$401K Buy
+20,000
New +$401K 0.24% 21