Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,500
Closed -$1.52M 246
2025
Q1
$1.52M Buy
25,500
+8,202
+47% +$488K 0.39% 54
2024
Q4
$1.05M Buy
+17,298
New +$1.05M 0.17% 67
2014
Q4
Sell
-8,000
Closed -$491K 56
2014
Q3
$491K Buy
+8,000
New +$491K 0.05% 91