Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
+3,365
New +$336K 0.04% 205
2018
Q4
Sell
-7,912
Closed -$557K 123
2018
Q3
$557K Buy
7,912
+753
+11% +$53K 0.23% 79
2018
Q2
$361K Buy
+7,159
New +$361K 0.16% 114