Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.8M Buy
+43,423
New +$12.8M 0.85% 47
2021
Q1
Sell
-88,058
Closed -$15.5M 120
2020
Q4
$15.5M Buy
+88,058
New +$15.5M 1.24% 30
2020
Q3
Sell
-183,195
Closed -$25.6M 97
2020
Q2
$25.6M Buy
+183,195
New +$25.6M 2.66% 7