Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,498
Closed -$575K 63
2025
Q1
$575K Sell
1,498
-143
-9% -$54.8K 0.13% 44
2024
Q4
$730K Buy
+1,641
New +$730K 0.17% 47
2020
Q4
Sell
-940
Closed -$461K 47
2020
Q3
$461K Buy
+940
New +$461K 0.33% 20
2019
Q1
Sell
-2,513
Closed -$568K 15
2018
Q4
$568K Buy
+2,513
New +$568K 0.51% 18