Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
+3,209
New +$1.02M 0.01% 162
2023
Q1
Sell
-132,046
Closed -$16.3M 187
2022
Q4
$16.3M Buy
132,046
+42,399
+47% +$5.22M 0.22% 73
2022
Q3
$23.8M Sell
89,647
-2
-0% -$531 0.41% 45
2022
Q2
$20.1M Buy
+89,649
New +$20.1M 0.36% 52
2017
Q2
Sell
-6,000
Closed -$111K 291
2017
Q1
$111K Buy
+6,000
New +$111K ﹤0.01% 247
2014
Q3
Sell
-1,065,750
Closed -$17.1M 334
2014
Q2
$17.1M Buy
+1,065,750
New +$17.1M 0.13% 117