Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,170
Closed -$201K 525
2024
Q4
$201K Sell
6,170
-176
-3% -$5.74K 0.03% 468
2024
Q3
$228K Buy
6,346
+183
+3% +$6.57K 0.03% 452
2024
Q2
$216K Buy
+6,163
New +$216K 0.03% 392
2019
Q1
Sell
-3,628
Closed -$93K 491
2018
Q4
$93K Buy
+3,628
New +$93K 0.07% 242