Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,071
Closed -$373K 736
2025
Q1
$373K Buy
+20,071
New +$373K 0.05% 337
2021
Q1
Sell
-9,247
Closed -$205K 365
2020
Q4
$205K Sell
9,247
-4,126
-31% -$91.5K 0.02% 303
2020
Q3
$247K Buy
+13,373
New +$247K 0.02% 305
2020
Q2
Sell
-14,374
Closed -$145K 431
2020
Q1
$145K Buy
+14,374
New +$145K 0.01% 245