Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
+15,900
New +$1.28M 0.55% 48
2021
Q1
Sell
-25,500
Closed -$1.2M 87
2020
Q4
$1.2M Sell
25,500
-5,200
-17% -$244K 0.66% 44
2020
Q3
$1.14M Buy
+30,700
New +$1.14M 0.68% 53