Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
+732
New +$261K 0.03% 234
2025
Q1
Sell
-633
Closed -$210K 241
2024
Q4
$210K Buy
633
+9
+1% +$2.99K 0.03% 214
2024
Q3
$207K Buy
+624
New +$207K 0.03% 219
2020
Q1
Sell
-2,428
Closed -$230K 123
2019
Q4
$230K Buy
+2,428
New +$230K 0.06% 126
2019
Q3
Sell
-2,428
Closed -$202K 127
2019
Q2
$202K Buy
+2,428
New +$202K 0.07% 117