Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
9,796
+914
+10% +$139K 0.03% 128
2025
Q1
$1.3M Buy
8,882
+195
+2% +$28.6K 0.03% 125
2024
Q4
$1.12M Buy
+8,687
New +$1.12M 0.03% 114
2016
Q1
Sell
-153,856
Closed -$19.4M 65
2015
Q4
$19.4M Buy
+153,856
New +$19.4M 0.56% 39