Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$956K Sell
15,723
-2,314
-13% -$141K 0.09% 83
2025
Q1
$1.04M Buy
+18,037
New +$1.04M 0.1% 78
2013
Q3
Sell
-98,300
Closed -$4.4M 895
2013
Q2
$4.4M Buy
+98,300
New +$4.4M 0.37% 76