Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.1M Buy
+9,203
New +$3.1M 0.16% 182
2025
Q1
Sell
-3,611
Closed -$734K 691
2024
Q4
$734K Buy
+3,611
New +$734K 0.05% 402
2020
Q4
Sell
-14,887
Closed -$3.32M 1351
2020
Q3
$3.32M Buy
+14,887
New +$3.32M 0.11% 283
2019
Q4
Sell
-4,377
Closed -$289K 1591
2019
Q3
$289K Buy
+4,377
New +$289K ﹤0.01% 1287