Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-30,740
Closed -$886K 137
2025
Q1
$886K Buy
+30,740
New +$886K 0.09% 66
2022
Q1
Hold
0
470
2021
Q4
Hold
0
575
2021
Q3
Hold
0
584
2021
Q2
Hold
0
571
2021
Q1
Hold
0
447
2020
Q4
Hold
0
455
2020
Q3
Hold
0
320
2020
Q2
Hold
0
305