Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,886
Closed -$688K 925
2024
Q4
$688K Buy
+3,886
New +$688K 0.03% 505
2017
Q2
Sell
-1,278
Closed -$226K 216
2017
Q1
$226K Buy
+1,278
New +$226K 0.02% 278