Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,327
Closed -$282K 257
2024
Q4
$282K Buy
3,327
+932
+39% +$79.1K 0.06% 175
2024
Q3
$217K Buy
+2,395
New +$217K 0.07% 183
2020
Q2
Sell
-13,900
Closed -$219K 118
2020
Q1
$219K Buy
+13,900
New +$219K 0.16% 93