Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$247K Buy
+709
New +$247K 0.01% 939
2016
Q4
Sell
-1,463
Closed -$254K 403
2016
Q3
$254K Buy
+1,463
New +$254K 0.06% 285