Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
+1,117
New +$253K 0.03% 130
2025
Q1
Sell
-1,117
Closed -$221K 152
2024
Q4
$221K Buy
+1,117
New +$221K 0.03% 139
2021
Q1
Sell
-8,532
Closed -$930K 97
2020
Q4
$930K Sell
8,532
-10,136
-54% -$1.1M 0.19% 68
2020
Q3
$1.51M Buy
+18,668
New +$1.51M 0.34% 52