Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,664
Closed -$302K 522
2025
Q1
$302K Buy
1,664
+60
+4% +$10.9K 0.04% 382
2024
Q4
$304K Sell
1,604
-215
-12% -$40.8K 0.04% 356
2024
Q3
$331K Buy
+1,819
New +$331K 0.04% 350
2019
Q1
Sell
-21
Closed -$2K 912
2018
Q4
$2K Buy
+21
New +$2K ﹤0.01% 941