Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
+776
New +$229K 0.04% 156
2017
Q2
Sell
-1,304
Closed -$217K 76
2017
Q1
$217K Hold
1,304
0.2% 70
2016
Q4
$207K Sell
1,304
-50
-4% -$7.94K 0.21% 65
2016
Q3
$205K Sell
1,354
-81
-6% -$12.3K 0.2% 65
2016
Q2
$208K Sell
1,435
-137
-9% -$19.9K 0.2% 56
2016
Q1
$228K Buy
+1,572
New +$228K 0.23% 52